Shopify
Learn how to integrate your Shopify store with CleverTap.
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:
- Login to your CleverTap account.
- Open Settings > Project > Shopify.
- The Shopify window displays. Click Integrate Store button to start the integration.
The integration includes the following steps:
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:
- Click the Install CleverTap on Shopify dashboard link.
- The link opens the Shopify App Store page. Check that you are logged in to the store and click Install.
- You can now connect your store from the CleverTap dashboard and click Continue.
- 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:
- Go to Settings > Project > Shopify > Advanced Customization > Event Data Customization.
- Click Edit.
- Click the Profile properties list and select the required properties.
- Click Apply.
The following table displays all the user properties supported by the Shopify plugin:
User Property | Property Description |
---|---|
The customer's email address. For example, [email protected]. | |
Phone | The customer's mobile number. For example, 97650000. |
Tags | The list of tags associated with the customer. For example, Gold customer. |
City | The customer's city. For example, Mumbai. |
Orders Count | The total number of orders from a customer. |
Total Spent | Total amount spent on all orders. For example, 5400. |
Shopify ID | The Shopify ID of the customer. For example, 29873645910. |
First Name | The customer's first name. |
LastName | The customer's first name. |
Last Order ID | The order ID of the last order placed by the customer. |
Has Account | This property returns the value as true if the email associated with the customer is linked to a customer account. The property returns the value as false if the email is not linked to the customer account. |
Tax Exempt | Whether or not the customer is exempt from taxes. |
Email Marketing Consent | Records the consent status of the customer for receiving marketing communication through Email. |
SMS Marketing Consent | Records the consent status of the customer for receiving marketing communication through SMS. |
Note | A note left by the customer to the merchant, either in their cart or during checkout. |
Currency | The currency of purchase. |
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:
Event Name | Description | Properties |
---|---|---|
Page Browse | This event is recorded when the user visits a page |
|
Product Viewed | When the user views a product |
|
Searched Product | When a product is searched |
|
Added To Cart | When a product is added to cart |
|
Removed from Cart | When a product is removed from cart |
|
Customer Registered | When a customer registers on the Shopify store |
|
Customer Logged In | When a customer logs in to the Shopify store. |
|
Customer Logged Out | When a customer logs out of the Shopify store. | None. |
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:
Sr. No | Events | Event Properties | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
1 | Customer Created Customer Update |
| ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
2 | Checkout Create Checkout Updated Checkout Deleted Draft Order Created Draft Order Updated |
| ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
3 | Fulfillment Created Fulfillment Updated |
| ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
4 | Order Created Order Updated Order Cancelled Order Fulfilled Order Partially Fulfilled |
| ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
5 | Order Paid |
|
Note
All the above-listed Webhook events will only be captured for logged-in users.
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:
- 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. - 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:
- Navigate to your Shopify store, right-click and, select Inspect.
- Navigate to Sources tab and select Page.
- Search for the clevertap-shopify.js file in the extensions folder under cdn.Shopify.com. Refer to the following image:
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:
- From the dashboard, navigate to Campaigns.
- Click + Campaign.
- Create a Web Push , Web Pop-up , or Web Exit Intent campaign to engage your users.
FAQs
Q. Does my current billing plan include integration with the Shopify plugin?
Yes. This Shopify plugin is available for all CleverTap billing plans.
Q. 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:
- Select the event (for example, added to cart) in the CleverTap segment builder.
- Filter by event property CT Source equal to Shopify.
Q. 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.
Q. Will this plugin work for Shopify Plus customers?
Yes. This Plugin works for Shopify Plus customers too.
Updated 4 months ago