Overview

CleverTap plugin provides an easy way to integrate your Shopify stores within minutes without any code. All you need is a CleverTap account and you can have a seamless flow of events and user data from your Shopify store. You can also send personalized messages to your users through channels such as Web Push notifications, Web Pop-up, Web Exit Intent, and Web Native Display.

Video Tutorial - Integrating Shopify Store with CleverTap

Integrate Shopify

You can install the CleverTap App from the Shopify App Store. Login to the CleverTap dashboard and follow the steps to complete the integration:

Follow the steps to locate the Shopify plugin on the CleverTap dashboard:

1. Login to your CleverTap account.
2. Open Settings > Project > Shopify.

3. The Shopify window displays. Click Integrate Store button to start the integration.

The integration includes the following steps:

1. Install and Connect App
2. Advanced Customization
   • Configure Web Push
   • Customize Profile Properties
   • Customize Events
3. Enable App Embed

Install and Connect App

If you have already installed the app from the Shopify App Store, App Installed is displayed next to your store name. However, if you are installing the app for the first time, you can install it from the Shopify dashboard.

Follow the steps below to install the CleverTap app:

1. Click the Install CleverTap on Shopify dashboard link.

2. The link opens the Shopify App Store page. Check that you are logged in to the store and click Install.

3. You can now connect your store from the CleverTap dashboard and click Continue.

4. Enter your credentials if you are not logged in to your Shopify store and continue the process.

Your store is now connected to your CleverTap account.

Advanced Customization

After your store is connected and installed, you can start customizing it per your requirements. You can configure the web push for your store and also customize the event data received from your Shopify store.

Configure Web Push

You can send personalized communication to your users through Web Push notifications. However, you must enable them first from the CleverTap dashboard.

Check that Web Push is configured for your store. If not configured, you must configure the Web Push from the CleverTap dashboard.

After the Web Push is configured, enable the notification prompts. Click Web Push configuration and toggle ON Send notification permission prompt to enable CleverTap Web Push notifications.

Customize Event Data

Event data customization includes event and profile data. You can choose to receive only the required data and opt out of receiving any data that is not required.

Profile Properties

CleverTap allows you to select only the required Profile properties. To select the Profile properties, follow the steps listed below:

1. Go to Settings > Project > Shopify > Advanced Customization > Event Data Customization.
2. Click Edit.
3. Click the Profile properties list and select the required properties.
4. Click Apply.

The following table displays all the user properties supported by the Shopify plugin:

Events

CleverTap receives events from the following two sources:

• Shopify Webhook : After you integrate your store, CleverTap subscribes to the selected Webhook events for your Shopify store.
• Web SDK :These are the supported events that CleverTap Web SDK captures from your Shopify store.

Select the events you want to receive from the Shopify Webhook and the Web SDK.

You can also select to Receive data for Charged event or opt-out. Select either of the following events that you want CleverTap to record as a Charged event:

• Order Paid : This event is passed to CleverTap by the Shopify webhook when an order is paid.
• Order Created : This event is passed to CleverTap by the Shopify webhook when an order is created.

Web SDK Supported Events

The following table displays all the events supported by the CleverTap Web SDK:

📘

Note

The Charged and Checkout events are received through Shopify Webhooks. Therefore, these events are be received at CleverTap only for the users who have logged in.

Webhook Supported Events

The following events are supported via the Shopify Webhook:

📘

Note

All the above-listed Webhook events will only be captured for logged-in users.

Catalog Sync

📘

Private Beta

Currently, this feature is a Private Beta Release. If you want access to this feature, contact your Account Manager.

The Catalog Sync feature simplifies catalog management by automating product data sync between customers' Shopify and CleverTap accounts. This integration ensures up-to-date catalogs are readily available for personalization across marketing channels like Email and WhatsApp, eliminating manual uploads.

To do this, enable the Catalog Sync option in the Advanced Customization section of the Shopify Integration page.

ℹ️

Note

This synchronization runs daily at 8:00 AM IST, syncing the latest product catalog data between Shopify and CleverTap.

To enable Catalog Sync in your dashboard:

1. Go to the Shopify Integration page within CleverTap.
2. Click the Advanced Customization section.
3. Toggle on the Catalog Sync feature.

Enable App Embed Status

The App Embed status displays as Enabled if enabled already.

The App Embed status informs you if it is active. By default, app embed blocks are deactivated after an app is installed. However, if the App Embed status is Disabled , merchants must activate app embed blocks in the theme editor, from their Shopify theme settings. Refer to this detailed document on App embeds to learn more.

To enable CleverTap-Shopify App Embed on your Shopify store:

1. Navigate to your Shopify store's theme settings page using the following URL:
   https://.myshopify.com/admin/themes/current/editor?context=apps&activateAppId=2566991a-cd89-49d8-997d-74717582b9ed/app-embed.
2. Toggle ON the Clevertap-Shopify App embed and click Save at the top right corner.

To check if the CleverTap-Shopify App embed is enabled:

1. Navigate to your Shopify store, right-click and, select Inspect.
2. Navigate to Sources tab and select Page.
3. Search for the clevertap-shopify.js file in the extensions folder under cdn.Shopify.com. Refer to the following image:

Cart Abandonment Use Case

Cart personalization allows businesses to send dynamic cart abandonment emails displaying all products users have left in their cart. Events such as Add to Cart store the most recent value in the cart. This limitation prevents a real-time view of all the products in the cart, making it difficult to run campaigns that fully reflect the user’s cart activity.

CleverTap uses a combination of User Properties and Catalog Personalization to achieve this use case:

• User Properties: Stores product IDs in an array format when users add items to their cart. These properties update dynamically when items are added or removed during checkout.
• Catalogs: These contain additional product details, such as product name, image URL, and price, and are synced in the CleverTap dashboard using Shopify Catalog Sync feature.

This approach enables businesses to create dynamic campaigns that accurately reflect the state of the user’s cart. By combining user properties with catalogs and advanced personalization techniques like liquid tags, CleverTap enhances the effectiveness of cart abandonment campaigns, delivering an effortless shopping experience.

Live Action Email Campaign

Learn how to create personalized cart abandonment emails using CleverTap's Live Action Email campaigns.

Scenario

A user visits an e-commerce store and adds multiple items to their shopping cart. However, the user leaves the website without making a purchase.

Objective

Using Cart Personalization, you can:

• Encourage users to complete their purchases by sending tailored, timely reminders via Email.
• Recover potential lost revenue.
• Provide a personalized and seamless shopping experience for the users.

Steps to Implement Cart Abandonment Campaigns

To set up an Email campaign, follow these steps on the CleverTap Dashboard:

1. Toggle the Catalog Sync feature:

Toggle the Catalog Sync feature to automatically sync product data between customers' Shopify and CleverTap accounts.

2. Toggle the Cart Tracking feature:
   This feature ensures that the product IDs from the users' cart are stored in their CleverTap profile. For example, when a user adds a product to their cart, the Product ID will be saved as a user property in an array format. Similarly, when a user removes a product from the cart, the Product ID will be removed automatically. To enable Cart Tracking in your dashboard:
   1. Go to the Shopify Integration page within CleverTap.
   2. Click the Advanced Customization section.
   3. Toggle on the Cart Tracking feature.

3. Create the Campaign:

Define the campaign as an inaction campaign targeting users who added products to the cart but did not complete a checkout action within 15 minutes.

For more information, refer to Create an Email Campaign.

4. Mapping the campaign with Catalog:
   1. Go to What section of the campaign editor and click on Personalization.
   2. From the Catalog tab, select your catalog.
   3. Select the event or the user property and map it to the corresponding column in the catalog.

For example, in the image below, Product_ids is the user property, and Identity is the column from the mapped Catalog.

5. Set Up Personalization with Liquid Tags:
   1. In the What section of the email body editor, drag a Text field into the email body.
   2. Click on More and select the Customize with Liquid tags option.
   3. Use Liquid Tags to dynamically fetch the product details (name, image, price, etc.) from the catalog's CSV file.

For example, you can use HTML tags to create a table and For loop in Liquid tags to traverse the Catalog. The For loop will run until it covers all the Product IDs in the Profile property.

<inline-editor>
  {% for item in Catalog.Samplecatalog1 %}
  <table border='1' style='border-collapse:collapse'>
    <tr>
      <td>
        <img src="{{ item.ImageURL | default: 'No Image' }}" width="100" height="100">
      </td>
      <td width="100" height="100">
        {{ item.Identity }}
      </td>
      <td width="100" height="100">
        {{ item.Name }}
      </td>
    </tr>
  </table>
  {% endfor %}
</inline-editor>

ℹ️

Key Considerations

If a user empties the cart without performing the Charged event, the For loop in the liquid tags will not run. Consequently, the Email will be delivered without product data, as the user remains eligible for the campaign despite having no product IDs. Therefore, ensure that the email templates are designed to handle scenarios where the product table does not render, maintaining a professional appearance.

6. Apply Frequency Caps:

To prevent multiple emails on every Add to Cart event trigger for a single user, apply a frequency cap within the campaign to send only one email per cart addition.

7. Test the Email to ensure correctness:

You can test the campaign to ensure personalized rendering of product details from the products left in your cart.

CleverTap's cart abandonment campaigns allow businesses to recover revenue by re-engaging users with personalized messages, thus driving conversions.

Create Web Campaigns

The CleverTap Shopify plugin provides support for web channels such as Web Push , Web Pop-up , and Web Exit Intent without the need for any manual code integration.

To create a Web campaign:

1. From the dashboard, navigate to Campaigns.
2. Click + Campaign.
3. Create a Web Push , Web Pop-up , or Web Exit Intent campaign to engage your users.

FAQs

Does my current billing plan include integration with the Shopify plugin?

Yes. This Shopify plugin is available for all CleverTap billing plans.

I have a Shopify web store and a mobile app. How do I target users who have performed an event on my Shopify store?

To target the users who have performed the event on your store:

1. Select the event (for example, added to cart) in the CleverTap segment builder.
2. Filter by event property CT Source equal to Shopify.

I see a warning Shopify installation seems to have a few missing files displayed at the end of the Project page. How do I resolve this warning?

CleverTap recommends reinstalling the plugin by clicking Reinstall.

Will this plugin work for Shopify Plus customers?

Yes. This Plugin works for Shopify Plus customers too.