Shopify

This guide helps you learn about the Netcore and Shopify integration.

Overview

Shopify is an e-commerce platform that helps businesses create online stores to sell their products. It makes managing products, processing orders, and interacting with customers easy. Shopify also connects with other apps to improve how businesses run their stores.

Integration Overview

The integration between Netcore and Shopify offers significant advantages in enhancing marketing and customer engagement. This integration connects Netcore's engagement tools with Shopify's e-commerce capabilities. This integration allows streamlined communication and personalized marketing strategies. By linking Shopify with Netcore, businesses can use advanced features such as automated email campaigns, targeted messaging, and comprehensive analytics.

Integration Benefits

Here are the key benefits of this Integration.

  • Enhanced Personalization: Tailor marketing messages based on customer behavior and purchase history from Shopify.
  • Automated Campaigns: Set up automated email and SMS campaigns triggered by customer actions, such as cart abandonment or post-purchase follow-ups.
  • Unified Data: Access detailed customer insights and metrics from Shopify and Netcore in one place.
  • Improved Customer Engagement: Increase engagement through personalized recommendations and targeted promotions.

Use Cases for Integration of Shopify and Netcore

Click to read about your preferred use case.

1. Recovering Abandoned Carts

Problem Statement: Customers often leave items in their cart without buying.

Solution: Set up an abandoned cart recovery journey to recover these sales. Create reminder emails or SMS messages that will be sent to customers who abandon their carts. Include incentives like discounts to encourage them to complete their purchase.

2. Personalized Recommendations

Problem Statement: Generic marketing messages don’t appeal to individual customer interests.

Solution: On the Netcore CE dashboard, use the Shopify integration to create personalized product recommendation campaigns. Analyze customer purchase history and browsing data from Shopify. Set up targeted email or SMS messages with recommendations based on this data to increase engagement and drive sales.

3. Post-Purchase Follow-Ups

Problem Statement: Retailers miss opportunities to engage customers after a purchase, impacting retention and feedback.

Solution: Set up automated post-purchase follow-up messages on the Netcore CE dashboard. Set up emails or SMS messages that send thank-yous, product care tips, or requests for reviews after a customer completes a purchase on Shopify. Personalize these messages to enhance customer satisfaction and encourage repeat business.

Connect Shopify to your Website

The Netcore and Shopify integration streamlines how you manage and market to your online store customers. Connecting Shopify with Netcore lets you easily sync customer data and automate marketing efforts based on shopping behavior.

In the section below, you learn how to connect Shopify with Netcore to import customer data and set up customized automated campaigns.

Follow the steps given below to connect the Shopify store to your website.

  1. Log in to the Netcore CE dashboard.
  2. Navigate to Settings> Websites> Add a website. When you hover over Add a Website, you will see three options: Standard, Shopify, and Magento. Click on to continue.
  3. Add website URL and Shopify Store Name.
  4. Check the box if your website is a Headless website.

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Note

Headless website means your front-end (the user interface) is separate from the back-end (the content management system), allowing for more flexibility and customization.

  1. Click Save to complete the process.
Create Shopify store to your website

Create Shopify store to your website

Install Netcore Plugin on Shopify

To install the plugin, Netcore's integration team will provide a link to your development team with details such as your website, store name, panel name, and primary key. Use this link to install the plugin on your Shopify store. Only a superuser is authorized to set up the plugin. After installation, return to the Netcore CE dashboard and Enable the Shopify integration settings.

Enable Shopify Integration Settings

After installing the plugin, click Edit for the Shopify website you just added on Netcore CE. Click Enable to set up settings. The Shopify integration settings screen has two sections: From Shopify and To Shopify. You can adjust the settings anytime and click Save and Update to apply the changes.

From Shopify

The From Shopify section allows you to pull data from Shopify into Netcore CE. This includes syncing customer contacts, historical orders, attributes, and events. This section has four sub-sections: Historic sync, Auto-created and synced attributes, Webhook-based event tracking, and Sync subscription data. Click to read your preferred section.

1. Historic Sync

Historic Sync allows you to synchronize user attributes from Shopify to Netcore CE. This includes user attributes like EMAIL, MOBILE, CUSTID, FIRSTNAME, LASTNAME, TOTALSPENT, TOTALORDERS, TAGS, and Email Subscription Status for all users. Refer to the table to know more about the attributes synced.

AttributesDescription
CUSTIDUnique customer identifier.
EMAILCustomer email addresses.
MOBILECustomer mobile numbers.
FIRSTNAMEFirst names of customers.
LASTNAMELast names of customers.
TOTALSPENTTotal amount spent by the customer.
TAGSTags assigned to customers.
TOTALORDERSTotal number of orders placed by the customer.

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Important Points to Remember

  • Historic Sync cannot be turned off once you enable this sync and save the settings.
  • To sync Order Data, you must select ALL CONTACTS.
  • Order Data is available for a period of 60 days.
  • By checking All Contacts, user attributes from Shopify will be automatically updated in the Netcore Contact master.
2. Auto-created and synced attributes

These attributes are automatically generated in Netcore and updated with each purchase event from Shopify. These attributes include data such as total order count and other relevant metrics. You can choose which attributes to track and enable or disable them. Follow the naming format provided when creating any new attribute.

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Naming Convention

Sample Attribute Name: SH_TOTALORDERCOUNT_VAPID_STORE

SH: Shopify
TOTALORDERCOUNT: Attribute
VAPID_STORE: Shopify store name

3. Webhook based event tracking

Webhook-Based Event Tracking from Shopify to Netcore allows you to automatically send updates about specific events from your Shopify store to Netcore. Webhooks work by notifying Netcore in real-time whenever predefined events occur in Shopify.
For example, if a customer registers, abandons a cart, or updates their details, a webhook sends this information to Netcore. This allows you to track these actions, analyze customer behavior, and take appropriate marketing actions. This ensures you always have the latest event data.

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Note

JavaScript events are tracked automatically with the plugin. Additional JavaScript integration is required to integrate other events.

Use Case: Imagine a customer buys a product from your Shopify store. A webhook can be set up to send this purchase information to Netcore instantly. This way, Netcore CE can track and manage this purchase event without manual input.

Refer to the table below for the descriptions of webhook-based events. Click here for details on the events and payloads captured.

EventDescription
Product PurchaseAllows you to receive completed purchase details, including product and transaction info.
Checkout StartedAllows you to capture the initial cart and customer details when checkout begins.
Customer RegistrationAllows you to receive data on new customer registrations, including contact details.
Cart AbandonmentAllows you to track when customers add items to their cart but do not complete the purchase.
Fulfillment UpdateAllows you to track order status.
Order CancelledAllows you to be notified of canceled orders, including details of the items canceled.
Order UpdatesAllows you to receive updates on modifications to existing orders.
4. Sync Subscription Data

Syncing subscription data includes updating information about email subscriptions from several sources: historical data, marketing checkbox, newsletter sign-ups, unsubscribe actions on Shopify emails, and changes by store admins.

Example: At the bottom of a promotional email, there's a checkbox for users to subscribe to newsletters. Sync Subscription Data tracks how many users have subscribed or unsubscribed from newsletters, ensuring that Netcore CE stays updated with the latest subscription status.

To Shopify

This section manages the data sent from Netcore CE to Shopify. This section has two sub-sections: Sync unsubscription data, Profile sync : Netcore to Shopify. Click to read your preferred section.

1. Sync Unsubscription Data

Sync Unsubscription Data ensures that when users unsubscribe from emails sent via Netcore, their unsubscription status is updated in Shopify. This means that when a user clicks the Unsubscribe link in an email sent via Netcore, Shopify will be notified and will reflect this change in the user's subscription status.

2. Profile sync: Netcore to Shopify

This option ensures that any new profiles created or updated in Netcore through web messages will be synced with Shopify.

3. Activate Website Tracking

Seamlessly gather customer data, deploy sign-in forms, and identify returning visitors while they browse your site.
Follow the steps given below to activate the Netcore app embed in Shopify.

  1. Go to Netcore Theme Settings in your Shopify dashboard.
  2. Enable Netcore App Embeds for onsite JavaScript.
  3. Click Save, then close the tab

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Note

Data will only be collected for the events that you select by checking the box. You can uncheck these boxes at any time if you no longer wish to track the data. If you decide to track an event again, check the box and click UPDATE. Data collection will resume from that day forward, but no historical data will be synced. All user profile information from the Shopify store will be automatically imported into the Netcore CE dashboard.

Once you have finished adding the necessary settings, click Install to complete the setup. You can adjust the settings anytime and click Save and Update to apply the changes.