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Shopify Integration

Rob Howard Updated by Rob Howard

The integration of DailyStory with Shopify allows you to enhance your store with features like popups and to synchronize customer information from Shopify to DailyStory. This enables you to monitor revenue and calculate ROI for marketing efforts in relation to sales on your Shopify store.

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Setup instructions

Setup is initiated from Shopify's app store. Please follow the instructions below:

If you purchase a DailyStory plan prior to installing the Shopify app, all billing is be done through your credit card. If you purchase a DailyStory plan after adding the Shopify app, all billing is done through Shopify.
  1. Click here to go to the DailyStory app in the Shopify app store

Search for DailyStory in the Shopify app store and click "Add app":

  1. Review and approve the app

Review the permissions requested by DailyStory, and click "Install app"

  1. Log into DailyStory or sign up for a free plan

After installing the app you'll be prompted to create a account with DailyStory or log into your existing DailyStory account.

  1. Confirmation

Next, DailyStory will enable the Shopify integration, and you will see the following confirmation screen:

Congratulations. Shopify integration is now successfully configured! Data will begin importing into DailyStory from Shopify.

Upgrade Shopify plan

Once Shopify is installed, data from Shopify will sync with DailyStory. The number of contacts imported from Shopify will determine the plan requirements from DailyStory. To upgrade your plan, navigate to Account Settings > Upgrade

  1. After you select your plan, you'll be prompted to upgrade:

  1. Clicking "Upgrade" will redirect you to Shopify to confirm your plan:
  1. Click "Approve" and the purchase will be confirmed and your upgrade will be complete in DailyStory

Purchasing SMS credits or Managed Services

And additional SMS credits that are purchased or managed services are also billed through DailyStory.

Setup Video

This video shows how easy it is to add the Shopify integration to DailyStory.

Uninstall Instructions

To uninstall the DailyStory Shopify app you simply need to "delete" the integration in DailyStory. And uninstall the app from your Shopify store.

To delete the app from your Shopify store, login to your Shopify store and navigate to apps. If you see the DailyStory app is installed, click delete:

Shopify Sync

Once Shopify integration is enabled, DailyStory:

  • Automatically enables features and conversion tracking: When the Shopify integration is enabled, DailyStory installs the JavaScript code for the DailyStory beacon and conversion tracking. This enables your Shopify store to utilize popups, forms and conversion tracking.
  • Automatically syncs customer data from Shopify: DailyStory automatically begins syncing your customer data from Shopify into DailyStory. This includes standard customer details, such as first and last name, email address and more. But it also includes Shopify-specific data, such as cart abandoned, total spent, order count, last order name, last order ID and more.
  • Enables Shopify specific customer segments: Build customer segments based on data from Shopify. These segments will automatically stay up-to-date as data in Shopify changes.
  • Enables Shopify specific automations: Automations, such as abandoned cart, new customer welcome, customer retention, customer recognition and more, are easily enabled.

Fields synced from Shopify

When Shopify integration is enabled, DailyStory automatically syncs data from Shopify.

Shopify sync is one-directional. And data from Shopify will always be considered the "source of truth."

Standard fields

DailyStory will sync the following standard fields from Shopify: first name, last name, email, address, city, state, postal code, country. DailyStory also will automatically geocode (calculate the latitude and longitude) the contact record.

Opt-in and opt-out

DailyStory will honor the Shopify record's "Accepts Marketing" field. If the contact accepts marketing, the imported Shopify contact is marked as "opted in" to email and text message marketing. If the contact does not accept marketing, the contact is marked as "opted out" of marketing.

Shopify tags

Any tags associated with a customer in Shopify will automatically be created in DailyStory and associated with the contact.

Shopify-specific fields

In addition to standard fields, the following Shopify-specific fields are synced. These fields are used for personalizing content, running automations (such as abandoned cart) or building segments, such as customers who haven't ordered in 6 months.

Field

Description

Shopify Id

The unique identifier of the user in Shopify. Accessible in personalization as profile.shopify_id.

Last Order Id

The identifier of the last order the customer placed in Shopify. Accessible in personalization as profile.shopify_lastorder_id.

Last Order Name

The name of the last order the customer placed in Shopify. Accessible in personalization as profile.shopify_lastorder_name.

Last Order Date

The date/time of the last order the customer placed in Shopify. Accessible in personalization as profile.shopify_lastorder_date.

Order Count

The total number of orders the customer has placed in Shopify. Accessible in personalization as profile.shopify_order_count.

Total Spent

The total amount spent by the customer in Shopify. Accessible in personalization as profile.shopify_total_spent.

Products

A list of all the products the customer in Shopify has purchased. Accessible in personalization as profile.shopify_products.

Cart Abandoned Date

A date/time of when the customer abandoned their cart in Shopify. Accessible in personalization as profile.shopify_abandoned_date.

Cart Abandoned URL

A URL to the customer's abandoned cart in Shopify. Accessible in personalization as profile.shopify_abandoned_url.

Auto-created segments

When Shopify is installed, the following dynamic segments are created automatically. These segments are provided as examples and can be used and modified.

Customers that haven't ordered in past 60 days

A dynamic segment that maintains a list of customers that have purchased previously, but haven't ordered anything in the past 60 days.

New customers in past 30 days

A dynamic segment that maintains a list of customers who made their first order in the past 30 days.

Abandoned cart today

Customers that abandoned a cart today.

Customers that have ordered more than once

Customers who have ordered more than once.

Customers that have spent more than $100

Customers who have spent more than $100.

Frequently Asked Questions

Below are some frequently asked questions about DailyStory's Shopify integration.

What does the integration do?

When the Shopify integration is enabled, it:

  • Automatically enables features and conversion tracking: When the Shopify integration is enabled, DailyStory installs the JavaScript code for the DailyStory beacon and conversion tracking. This enables your Shopify store to utilize popups, forms and conversion tracking.
  • Automatically syncs customer data from Shopify: DailyStory automatically begins syncing your customer data from Shopify into DailyStory. This includes standard customer details, such as first and last name, email address and more. But it also includes Shopify-specific data, such as cart abandoned, total spent, order count, last order name, last order ID and more.
  • Enables Shopify-specific customer segments: Build customer segments based on data from Shopify. These segments will automatically stay up-to-date as data in Shopify changes.
  • Enables Shopify-specific automations: Automations, such as abandoned cart, new customer welcome, customer retention, customer recognition and more are easily enabled.

What can I do in DailyStory once the integration is enabled?

When enabled, the Shopify integration enables you to:

Track Revenue & ROI

The goal of marketing is to increase sales. DailyStory enables you to see exactly which campaigns and marketing are delivering sales.

  • A/B test email, SMS messages, and push notifications
  • Get detailed conversion reporting
  • Insightful reports for email and SMS marketing
  • Build evergreen campaigns
Boost your sales with SMS marketing

With a high open rate, SMS marketing isn't a "nice to have," it's a "must have." DailyStory SMS marketing includes:

  • Personalized MMS and SMS messages
  • Unlimited keywords with automated responses
  • Automated-response flows based on customer behavior
  • Automatic link tracking and shortening
  • Supports double opt-in compliance management
  • TCPA compliant opt-in/opt-out management with auditing
  • Detailed reporting
Build your brand with email marketing

Email marketing is a key way to reach your customers. DailyStory email marketing includes:

  • Personalized emails with a higher open rate
  • Drag-and-drop email designer with templates
  • Support for text, HTML and AMP emails
  • Embedding rich videos and images
  • Tracking opens and clicks using heatmaps
  • Detailed reporting around customer engagement
Automate it and forget it

Scale your marketing and customer communication using automation. Drag-and-drop to build any automation flow you can think of. Including:

  • Welcome series
  • Automatically respond to text messages
  • Follow up on new purchases
  • Send shipping notifications
  • Request Google My Business reviews
  • Send abandoned cart offers
  • Double opt-in email or SMS recipients
  • Promote loyalty offers
Advanced customer segmentation

Customer data from your Shopify store, along with other data sources, continuously and automatically updates segments, including:

  • Segments that automatically update as customer data changes
  • Ability to add data from other sources for segmentation
  • Segments based on geography, past behavior, level of engagement and more

Does DailyStory update data in Shopify?

No, DailyStory receives a read-only copy of data within Shopify. Updates made in Shopify are reflected in DailyStory. This ensures that no matter what, Shopify is always the main record of any customer.

Can I have contacts in DailyStory but not Shopify?

Yes, DailyStory is a marketing platform. Prospective customers that have not transacted in Shopify can exist within DailyStory so that they may be marketed to. Once a customer completes a transaction in Shopify, that record is merged with the existing record in DailyStory.

How often does DailyStory sync my data with Shopify?

DailyStory syncs with Shopify once an hour. When DailyStory is syncing, it is retrieving any updates from Shopify that have occurred since the last time DailyStory synced.

How does billing work with Shopify?

How your billing for DailyStory takes place depends on whether or not you start with DailyStory first or Shopify first.

  • Start with Shopify: If you install the DailyStory app from Shopify into a DailyStory free plan and then upgrade that free plan to a paid plan, all billing with take place through Shopify.
  • Start with DailyStory: If you have an existing DailyStory commercial plan and then install the Shopify app, all billing will take place through DailyStory.

How do I sync historical data from Shopify?

Shopify sync will only bring in new data unless you request for us to sync it back to a point in time.

Does DailyStory honor Shopify opt-in/opt-out status?

DailyStory honors the Shopify AcceptsMarketing setting to manage opt out status. If someone is opted out of SMS in Shopify, they are opted out of SMS marketing in DailyStory. This is true for both email and SMS marketing.

However if the customer is sent an SMS or email set as transactional in DailyStory, this will override the opt-out status and send the message.

When "Is Transactional" is selected, DailyStory will treat the text message as transactional bypassing opt out and do not contact preferences. The "Is Transactional" message option should only be selected for non-marketing texts, for example: abandon cart, appointment reminders, and payment declines.

Can I track conversions from DailyStory marketing?

Yes, when the Shopify integration is enabled, DailyStory installs several JavaScript files into your Shopify store. If a person clicks on any link in an SMS message (must use DailyStory's SMS link shortener), email, QR code, tracking link, or any other "link" sent from DailyStory, they are eligible for conversion tracking.

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