Shopify

Integration steps

The Shopify integration process is straightforward in CEE. You can directly connect to your Shopify store and install the plugin from the CEE panel.

To connect to the Shopify store, go to "Assets" -> "Websites" and select "Add Website". Refer to the below image.

On mouse hover of "Add Website", you will be able to see two options - Standard and Shopify.
Click on "Shopify" to proceed further.

You will need to provide website URL and Shopify store name. Refer to the below image.

You need to first "Save" your Shopify store name. Then you can connect to Shopify store by clicking on "Connect Shopify Store". Refer to the below image.

When you click on "Connect Shopify Store", a new pop-up window will open up asking you to provide your Shopify account login credentials. Refer to the below image.

If your Shopify credentials are correct, you will be logged in to your Shopify account where you will be able to see the plugin details. Click on "Install unlisted app" to install the plugin. Refer to the below image.

After successful plugin installation, you will be able to see the status change from yellow exclamation to green tick on the Web assets landing page. Refer to the below image.

In case you want to temporarily stop the plugin usage, click on "Disconnect" besides the Shopify Store Name.

You can enable browser push notification feature by editing Shopify Store details. Fill the necessary details like fcm key, etc and then click on "Re-connect" to pass all the changes to Shopify store to activate browser push feature.

What happens once you connect your Shopify Store with CEE:

1. System would first start syncing your historical information from the Shopify platform to CEE in the following order:
   1.1 - The first stage would start the sync process for Product Purchase Order Data - Last 60 days of data
   1.2 - Second Stage it would sync your Cart Abandonment Data - Last 60 days of data
   1.3 - The third Stage would sync your user contact information into CEE- All Contacts

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Note

Keep the below mentioned attributes in our panel already created, before integrating with Shopify

• NAME - textline - captured with Customer Register event and Product purchase event
• FIRST_NAME - textline - captured with Customer Register event and Product purchase event
• LAST_NAME - textline - captured with Customer Register event and Product purchase event
• MOBILE - textline - captured with Customer Register event and Product purchase event
• CUSTID - textline - captured with Customer Register event and Product purchase event
• SIGNUPDATE - date (YYYY-MM-DD) - captured with customer register event
• CITY - textline - captured with Product purchase event
• COUNTRY - textline - captured with Product purchase event
• STATE - textline - captured with Product purchase event
• ZIP - textline - captured with Product purchase event

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Adding Custom attributes

To know more about adding custom attributes click here

2. Second it would auto-capture out of the box events that a Shopify website provide with detailed event information.

3. It would trigger an offline Cart Abandonment Activity every time user abandons their cart. This is a functionality provided by Shopify which creates a Cart Abandonment list every time a user Adds a Product but does not purchase within a few minutes.
   Now whenever your Shopify store would do this, the same would be passed to CEE as well in the form of offline activity.

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New release!

Mobile no. and Customer ID can now be used as Primary Key for all Shopify websites!

2. To use Mobile no. as primary key, it needs to be added to the Registration form and customer register event.
   • Phone field needs be added in the main-register.liquid file
   • It also needs to be added in the language file - en.default.json
     

If you are capturing any additional information with the above listed Shopify events using a 3rd party plugin, please ensure they are dispatched using the standard Shopify method of Line items, if Yes, then our Plugin would auto-capture those as well.

Whenever any event is fired, along with the above event-specific parameters, the below-mentioned parameters will also be sent over to CEE.

• Browser Info
• Visit(New or returning)
• Time spent on Page
• Time spent on Site
• URL
• Previous URL
• NPV(Total Page Views)
• Webpage Title

For validation of events being sent over to CEE, head over to the Activity Dashboard(Insight > Dashboards & Reports > Activity Dashboard).

Custom Activity

In case you have other activities which you wish to track other than the predefined ones specified above, you can do the same with Auto Discovery .

Auto Discovery helps to track custom events without even requiring to configure those events over on CEE.

Follow the steps mentioned below for configuring Auto Discovery over on your Shopify Store -

1. Copy the following code snippet.

smartech('dispatch', '<activity name>', <value in JSON>);

//Example
smartech('dispatch', 'Product View', {
    'productname': 'T-shirt',
    'size': 'M,
    'price': 999.10
});

2. Once code copied and configured according to the activity you wish to track(Refer to the Example stated above), head over to your 'myshopify store' and then click on Online Store under 'Sales Channel'.

3. Once on the page(As shown in the image above), click on 'Actions' on the right hand side and then select 'Edit Code'.

4. Once on the 'Edit Code' page, you will be able to see folders with the name of Layouts, Templates, Sections, etc. (If not able to see 7 folders at one go, then minimize the expanded folders).
   Click on Snippets Folder.

5. Click on 'Snippets' folder and click on Add a new snippet(You can give any name to the snippet). Once the new snippet is added(As can be seen no the above image with 'smartech.liquid' name), paste the copied code(refer to point 1) over to the newly added snippet.
   Note - Do add

6. Now head over to the Layout folder and click on theme.liquid. Over there add the following text - {% include 'smartech' %}(Smartech is just for reference. Put the name you gave to the newly added snippet). Add the text to the ninth line of the code.
   Once done click on save to enable tracking of the custom activity.

Guest Checkout

1. User Identification after Complete Guest Checkout process

• For Shopify Websites, customers can do checkout even if he/she is not logged in. This we consider as 'Guest Checkout.'
• For Guest checkout the user needs to enter his/her Email Id/Mobile Number and shipping details in order to do checkout as a Guest.
• In the above scenario, CEE identifies the user with the help of their entered email id, thus turning the user into an identified user from an anonymomus one.

2. User Identification via API on Checkout Form completion

• Guest users can now be identified even before the checkout step.
• Whenever a guest user fills the user details form before the checkout step, an API is called which communicates the user's primary key i.e. their email ID to the CEE panel.
• Hence, classifying the user as an identified user.
• Post this step all the user activities will be attributed to the corresponding identified user, even if the user abandons the cart after this.

3. Capturing mobile number for users doing guest checkout

• When a user fills up the form for guest checkout and provides the mobile number in the shipping address details, you now have the option to track this number as user's mobile attribute.
• If the user abandons the cart - this functionality will update user's mobile number attribute basis the abandoned cart event. This will help you send cart recovery SMS to the users who abandoned the cart.
• If the user completes the purchase, the data would get updated as above mentioned in point #1.
• In order to enable this option, head over to the Web assets section and edit the Shopify website asset. Click on Connect or Re-connect Shopify option and select "Sync Shipping mobile number as an attribute" as shown below.

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Email ID in case of Shopify by default is considered as Primary Key.

It is also supported on m-sites.