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Setting up a Shopify email marketing integration to Websand

Websand makes Shopify email marketing integration easy. You can now integrate your Shopify store directly to Websand in just a few clicks. Making it so much easier to grow your e-commerce business through targeted email marketing campaigns and customer journeys managed by email marketing automation.

Set up will take you less than 3 minutes, here’s how it works

Shopify Email Marketing Integration to Websand Step 1: Connect the Websand App to your Shopify Store

You can find the Websand app through the Apps menu within your Shopify store or by Searching for Websand within the email marketing section of the Shopify app store.

Watch this walkthrough video on everything you need to know about how the Websand Shopify APP works.

Shopify Email Marketing Integration to Websand step 2: Connect your Websand account to your Shopify store.

If you’ve already started your Shopify email marketing integration by signing up to Websand through the Shopify store, a new connected Websand account will created for you, so please move to step 3.

If you already have a Websand account then you’ll be asked to implement your Shopify Email Marketing integration by updating your API key – see the screen below.

To complete this process, you’ll need your Websand account name and your API key, you can find this from the account settings in your Websand account main menu.

connect Shopify to Websand

For the account name, log in to your Websand account, and then go to the account settings page.

Once in account settings, access or create an API key for your Websand account, copy and paste the API key into the page in your Websand Shopify APP.

For the account name, copy and paste your account name as shown in your Websand account.

Once both boxes have been filled, hit the connect button to link your Shopify store and Websand account together.

Shopify Email Marketing Integration to Websand step 3: Configuring your data within the Websand Shopify APP

Once the account has been connected, the next step in Shopify email marketing integration process is to configure the rules on which data in your Shopify account is synchronised with your Websand account through the Websand Shopify App Dashboard.

The Websand email marketing Shopify app settings have four areas of configuration, which give you the flexibility to decide which data is shared from Shopify to Websand.

Step 3.1. Configure your marketing consent

This step allows you to define which data you would like to send to Websand as part of your Shopify email marketing integration based on your rules around marketing consent.

If you tick the box to select ‘Respect accepts marketing flag’, then only customer records that have accepted marketing will be processed across into Websand.

You can then define if you want to include people with a single opt-in or double opt-in depending on how you’ve created the marketing consent process within your Shopify store. Depending on how you collect marketing consent from your customers held in Shopify.

If you leave the ‘respect accepts marketing flag’ unticked, all the customer data within your Shopify store will be send by the APP to your Websand account. This is not recommended, it’s safest to only include people that have opted in as part of your Shopify email marketing integration. This might mean you have less data to work with, but it’s accurate based on the marketing consent you’ve collected through you Shopify store.

Step 3.2. Configure your product and price data setup

Sync Shopify product information to Websand

Product setup

It’s important that your Shopify email marketing integration reflects the setup of your Shopify store, a key part of that is your store setup. The line item name for the products you sell within your Shopify store will be sent across to Websand with each customer order. The fields you select will be available to segment within Websand so it’s important that you select the configuration which best suits your needs, and only include data you need to drive your marketing.

Depending on the product naming convention you’ve used in your Shopify store, and how you want to segment your customers you might want to only include Product Title (e.g. iphone 12) or you might want to have it set to include Variant Name (e.g. iphone 12 – purple).

Order value

The order value will be used to update the customer lifetime value figure for each customer within your Websand account. As part of your Shopify email marketing integration, you can either decide to include the Total price of each order, including taxes and shipping, or your can select the Subtotal price which is the order value excluding taxes and shipping.

Sync Shopify product information to Websand

Either option works, it’s your decision as to how you which to apply the rule. Just remember if you include total price rather than subtotal price, the customer lifetime value figure generated from this part of the Shopify email marketing integration

Step 3.3. Time of Abandoned Carts

Shopify to Websand abandoned cart settings

If you wish to use Websand to send your abandoned cart emails you can set the timing since the abandoned cart within this part of the Websand Shopify APP dashboard.

This data will change the source of the customer to Abandoned Cart in Websand, and send a link for the abandoned cart to the profile of the customer.

Those updates allows you to merge the cart link into your email design and you can create an automation using the Abandoned Cart segment.

And it’s foolproof, if the cart becomes an order, the source of the customer will be updated back to customer, moving the customer out of any abandoned cart segment and linked automation campaign.

Step 3.4. Any additional data you wish to sync from your Shopify store to Websand

Sync customer and order information from Shopify to Websand

These fields represent a typical Shopify store setup. The Websand mandatory fields are already preset and cannot be unselected.

To add any additional fields tick the relevant box to add the relevant information for customer, order or line item within an order to your Websand account.

Note that any segmentation you wish to create related to the additional data fields you select should be handled through the Websand segment wizard.

Shopify Email Marketing Integration to Websand step 4: Sync the data from your Shopify Store to your Websand account.

Once you’ve completed your settings, hit the [Sync Now] button to set up the data link between your Shopify store and your Websand account.

You’ll see a bar showing the number of customer records and orders to be updated from your Shopify store to your Websand account

The first time the connection is made all the data that meets the criteria you’ve defined within the Websand Shopify App dashboard will be processed to your Websand account.

In some cases that could be a lot of information so the processing may take some time for the first sync.

Once you’ve completed the sync the information will be updated on your Websand APP dashboard within your Shopify account.

Note regarding billing. You’ll notice a billing figure on the dashboard, that will only apply if you’ve signed up for Websand through the Websand Shopify APP. If this is the case you will have already agreed to be billed through your Shopify Account.

Things to note regarding the data sync process

Once the first data sync has completed your Shopify email marketing integration to Websand will be in place, any further changes to existing orders or customer profiles in your Shopify store will be updated in your Websand account.

If you find that only a small amount of data has been processed, that is most likely because you have selected ‘respect accepts marketing flag’ and the data in your Shopify store setup the majority of your customers have not agreed to accept marketing.

You are the data controller in this case. If you wish to you change the configuration for Marketing consent as explained in step 3.1. If you change the marketing configuration and repeat the sync process, the data will be then be sent to Websand.

If you need to check or troubleshoot progress, go to the integrations page in your Websand account to check on the sync data moving and processing into Websand as part of your Shopify email marketing integration.

Need help with your Shopify email marketing integration? Book a call.

If you need any further information about setting up your Shopify email marketing integration to Websand or want to find out more about how Websand can improve email marketing for your e-commerce store, book some time on the calendar below.