Shopify guide overview
Bluecore integrates with Shopify to fully implement Bluecore tracking where your customers are: on your Shopify storefront.
Integrating with Shopify allows you to capture your customers’ actions and product updates directly from your Shopify storefront and send out transactional emails through Bluecore.
This guide will walk you through setting up the Bluecore app on Shopify and adding the Shopify integration in Bluecore. For more information on the Bluecore events triggered by the Shopify webhooks, see Shopify webhooks overview.
Prerequisites
Before integrating with Shopify, you must do the following:
Reach out to your CSM to let them know you want to integrate with Shopify.
Provide your CSM your Shopify store name, for example storename.myshopify.com.
If you’re not sure what your Shopify store name is, you can use Shopify’s instructions.
Before starting the Shopify integration in your Bluecore Namespace, you must do the following:
Complete the Shopify setup.
Set up your Bluecore transactional email campaigns.
Disable email notifications in Shopify.
Disabling these notifications ensures that customers won’t receive multiple emails and will only receive the transactional campaigns in Bluecore.
Shopify setup
Once you’re ready to set up Shopify, you must install the Bluecore app on the Shopify App Store. Complete the following steps, or review Shopify’s install instructions:
Navigate to Bluecore’s app on Shopify’s App Store and click Install.
Enter in your Shopify email and password.
On the Shopify admin page, click Install.
The Bluecore app is installed.
Configure the Bluecore Shopify integration
Now that the Shopify setup is complete, you can configure Shopify in your Bluecore Namespace to finish the integration. To configure Shopify, complete the following:
In your Bluecore Namespace, navigate to Data > Integrations page. The installed integrations appear.
Click on the Shopify integration. The Authentication tab appears.
On the Webhooks tab, enable all of the webhook options.
On the Transactional tab, enable all of the options for which you want to send a Bluecore transactional campaign. A dialog box appears for each enabled option.
Select the Bluecore campaign that will send when the event is triggered.
Optionally, select a Bluecore event that will also fire once Bluecore receives the Shopify webhook.
Enter an email address and click Send Test. Once the test email is successfully delivered, the Save button is enabled.
Click Save. The details are saved and the dialog box closes.
When finished setting up the integration, click Save. The integration is saved.
Sync your Shopify data in Bluecore
Bluecore’s Shopify integration allows you to do a one-time sync where Bluecore will retrieve all products in the store, historical orders, customer profiles, and customers’ opt in or opt out preferences.
Contact your Customer Success Manager before performing the sync.
The sync may take up to two days.
To sync the Shopify data into Bluecore, complete the following:
In your Bluecore Namespace, navigate to Data > Integrations page. The installed integrations appear.
Click on the Shopify integration. The Authorization tab appears.
Click on the Sync tab. The sync information appears.
Enable all of the sync options and click Save. The sync begins.