Shopify

Shopify is a leading e-commerce platform offering tools to build and manage an online store, with features like inventory tracking, payment processing, and customer management. With millions of businesses using Shopify worldwide, integrations like the BirdCRM Shopify Connector allow seamless synchronization of necessary data for marketing and customer engagement.

What you can do with the Shopify connector:

BirdCRM’s Shopify Connector enables data sync between your Shopify store and BirdCRM, bringing customer and product insights into your marketing toolkit. Here’s a breakdown of the data types ingested and how they can power your BirdCRM marketing initiatives:

1. Ingest Customer Data

• Customer Profiles: Sync Shopify customer profiles, including name, contact info, subscription details, and purchase history, into BirdCRM as contacts.

• Purpose: With this data, you can use BirdCRM to engage with customers through personalized channels like email, SMS, and WhatsApp for campaigns, reminders, and updates.

2. Ingest Product Data

• Product Details: Import product information, including SKU, pricing, categories, and availability.

• Purpose: Product data can be used for recommendations, abandoned cart reminders, and dynamic content in marketing campaigns.

3. Ingest Order Data and Events

• Order Sync: Track real-time order events such as "Order Placed," "Order Fulfilled," and "Order Cancelled."

• Purpose: This feature enables BirdCRM to send order confirmations, shipping updates, and post-purchase follow-ups, ensuring seamless communication throughout order lifecycles.

4. Create and Manage Shopify Coupons

• Discount Codes: Generate, manage, and distribute Shopify discount codes directly within BirdCRM.

• Purpose: Boost engagement and conversion by automating coupon distribution for first-time buyers, abandoned carts, or seasonal promotions.

5. Bird Onsite Tracking for Shopify

• Behavioral Tracking: Track customer actions on your Shopify site, such as product views, add-to-cart events, and searches.

• Purpose: Provides insights into customer interests and behaviors, allowing for more personalized recommendations and retargeting campaigns.

6. Bird Sign-Up Forms on Shopify

• Embedded Forms: Add BirdCRM sign-up forms directly to your Shopify store to capture email and SMS subscribers.

• Purpose: Grow your contact list and leverage new subscriber data in real time for welcome messages and initial engagement.

7. Journeys and Automation

• Automated Flows: BirdCRM journeys can automate messages based on triggers such as "Added to Cart" or "Abandoned Checkout."

• Purpose: These automations help recover lost sales, onboard new customers, and offer consistent updates.

8. Chat Widget

• Live Customer Support: Enable real-time customer interaction directly on your Shopify store to assist with questions or offer product guidance.

• Purpose: Instantly address customer queries, enhance support experiences, and personalize interactions based on customer data and history.

9. Loyalty Program

• Reward System: Implement a rewards program where customers can earn points for actions such as purchases, referrals, or reviews, redeemable for discounts or exclusive offers.

• Purpose: Increase customer retention by incentivizing repeat purchases and rewarding loyalty, fostering stronger customer relationships.

10. Analytics

• Performance Metrics: Gain insights into campaign performance, customer lifetime value, and engagement trends.

• Purpose: Helps optimize marketing strategies and improve return on investment through data-driven decision-making.

How to install Shopify

What you'll need

• Admin access to Shopify

• Access to Manage Integrations in BirdCRM

Step one: Access the Shopify connector in MessageBird

1. Navigate to Admin > Integrations and click on Add integration. Search for the Shopify connector and click on it.

   
2. Click Install Shopify. You'll be redirected to Shopify.

Step two: Continue installation in Shopify

You can also access the app from the Shopify app store.

1. Click Install.

2. After logging into Shopify, you'll be prompted to install the BirdCRM app. Click Install app.

3. Select the Bird Organization and/or Workspace you want to install Shopify for.

4. Click Continue.

You've successfully installed the Shopify connector!

Step three: Continue config in Bird

1. After the successful installation of the connector in step two, please navigate to Admin > Integrations -> Shopify -> Click on Shopify instance > Config

1. Here, you can configure the attributes of interest to be imported from Shopify into BirdCRM for customer and product sync and have all the details on how to set up the other features of the connector like web tracking, sign-up forms, chat widget, loyalty program, etc. Please review and configure the attributes before enabling the customer import or product import sync

2. Click on Configure Attributes which will take you to the Attribute mappings section. To add a new attribute, click on Bulk Add Attribute + icon

1. Search for the Shopify attribute you want to add and click on the checkbox > Add attribute. Map it to a new or existing Bird attribute in the dropdown

1. Click on Save. To resync historical data for this new attribute, you will need to click on Reset Sync as shown below.

You can also configure additional forms and chat widgets:

Use Shopify

Once you've successfully installed the Shopify app, you can incorporate its functionalities in various areas of the platform:

Audience

• Purpose: Build dynamic audiences using customer data imported from Shopify. These audiences can be harnessed for broadcast marketing campaigns or omnichannel marketing journeys.

• How to access:

  • Go to Audience > Contacts.

  • Here, you'll notice various Shopify variables available for creating segment.

    

  • Use these attributes to filter your contacts and create dynamic segments. These segments can be used to send marketing campaigns.

  

Product Data

• Purpose: Access and use Shopify product details, including inventory, categories, and pricing, within BirdCRM to personalize recommendations and automate product-based messaging.

• How to access:

  • Navigate to Content > Products.

  • Product information is synced from Shopify, allowing you to filter products based on categories or availability in campaigns, newsletters, and recommendations.

  

Order Data and Events

• Purpose: Sync order events such as “Order Placed,” “Order Fulfilled,” and “Order Cancelled” to automate communications like confirmations, shipping updates, and post-purchase follow-ups.

• How to access:

  • Go to Audience > Contacts.

  • You can view order events under contact activity and can also use these events for segmentation and journey triggers.

  

Shopify Coupons

• Purpose: Generate and manage Shopify discount codes for BirdCRM campaigns, encouraging engagement and conversions through incentives.

• How to access:

  • Head to Content > Discounts

  • Use Shopify-integrated coupon creation options and embed these codes in emails or SMS to target cart abandoners, welcome new customers, or promote seasonal sales.

  

Onsite Tracking

• Purpose: Track visitor behavior on your Shopify store to inform retargeting and personalized campaigns based on browsing activity and engagement patterns.

• How to access:

  • Enable Onsite Tracking in Manage Integrations > Shopify > Config > Enable Embeddables Integration.

  • Enable the BirdCRM: Marketing toggle and click Save.

  

  • Use tracked events like “Viewed Product” or “Added to Cart” to build audience segments for retargeting campaigns, such as abandoned cart emails or product recommendation messages.

Sign-Up Forms

• Purpose: Embed BirdCRM sign-up forms in your Shopify store to collect subscriber details in real-time, allowing immediate engagement with new contacts through welcome messages and offers.

• How to access:

  • Navigate to Sign-up forms.

  • Customize sign-up forms with fields for preferences and contact info. As soon as subscribers opt in, automatically add them to specific segments for targeted campaigns.

  

  • Any sign-up form targeting your store domain will be displayed to visitors based on the targeting configuration. Ensure you have published at least one sign-up form that targets your store domain.

Journeys

• Purpose: Incorporate Shopify events in Journeys to automate business processes, such as abandoned cart recovery, order updates and shipping notifications.

• How to access:

  • Proceed to Journeys

  • Initiate a new journey or modify an existing one.

  • Select from the various pre-built templates for invoking a journey using Shopify or create one from scratch.

  • Here, you can opt for any of the various triggers that the Shopify connector supports and build a multi-step journey.

  

Chat Widget

• Purpose: Enable real-time customer support and engagement on your Shopify store. Address queries or provide recommendations instantly, boosting satisfaction and retention.

• How to access:

  • Access Manage Integrations > Shopify > Config > View Chat Widgets to configure chat options.

  • Customize the widget to include FAQs, product support, or personalized assistance. Use customer profile data to offer tailored assistance based on browsing history or past purchases.

  

  • Any chat widget targeting your store domain will be displayed to visitors based on the targeting configuration. Ensure you have published at least one chat widget that targets your store domain.

Loyalty Program

• Purpose: Encourage repeat purchases and foster loyalty by implementing a rewards system for actions like purchases, referrals, or reviews. Customers earn points redeemable for discounts or exclusive offers.

• How to access:

  • Go to Manage Integrations > Shopify > Config > Configure Loyalty Program for detailed instructions on how to setup

  • Set up rules for point accrual and define rewards that align with your brand goals. In campaigns, engage customers with automated loyalty updates or points-balance reminders.

  • You can navigate to Loyalty programs in the menu to view and configure the specifics.

  

Analytics

• Purpose: Track and analyze campaign performance, customer lifetime value, and engagement metrics to optimize marketing strategies.

• How to access:

  • Access Analytics > Reports.

  • Review engagement and conversion data across different channels like email and SMS to understand customer behavior and refine targeting efforts based on insights.

    

FAQs

As a Shopify merchant with multiple Shopify storefronts, can I connect each to BirdCRM?

Absolutely! Install the Bird app for each storefront as required. After installation, view all the storefronts under 'Your Connectors'. Remember, each installation is unique to one store, so you must install it for each storefront individually.

Is it possible to restore a deleted connector?

No, once you delete a connector, it's irreversible. However, you can always create a new connector to replace the one you deleted.

What should I do if I notice errors in the Health status of my connector?

Addressing any errors promptly is crucial. If you can't resolve the connector errors yourself, our dedicated support team is here to help.

What happens with my audiences if my connector becomes defunct or is deleted?

Your audience will still function but won't receive new updates on contact attributes.

What will happen to my flows if my connector is removed or defunct?

While the journeys and other data already synced will remain intact, they will no longer be influenced by the connector or able to be updated via the connector.