You can integrate your Shopify store with Emarsys by using our Shopify app, which does the hard work for you. Just a few mouse clicks, and it connects your store and automatically syncs customers, events and orders to Emarsys. Then you will be able to use your Shopify data in Emarsys for creating smart contact segments, personalizing your messages, building event-based programs and automating retention marketing.
After setting up the Emarsys plug-in, you can install our Web Extend data collection scripts on your store which will allow you to deliver personalized product recommendations in emails or to track revenue from your campaigns.
Please consider the following about product recommendations:
- Predict can calculate the recommendations by using the data coming from the Emarsys plug-in.
- The Emarsys plug-in does not have an editor with which you can modify the recommendation widgets.
- The Email Recommender is part of the Visual Content Editor. You can easily create your Email Recommender by following the instructions in Adding recommendation to your emails.
- If you would like to use the Web Recommender, then you need to add the Web Recommender template to your webshop manually.
Product documentation
Here you will find all the information you need to set up and work with the Emarsys for Shopify integration:
Supported functionality
- Currently, only the
email addressidentifier is supported by the Emarsys Shopify plug-in for:- Creating, updating and deleting contacts
- Triggering events
- Synchronising orders
This does not apply to Web behavior tracking, which uses the email identifier that can be switched to Shopify ID.
- Regular upload of all default and individually mapped customer data fields from Shopify to Emarsys in near real time.
Notes:
- Please note that the Emarsys plug-in for Shopify relies on the Shopify database as its primary data source, so if you change any data in Emarsys, then it will be overwritten the next time the given contact is synchronized (i.e. by adjusting the mapping) based on your Shopify store's actual status except for
opt-indata. - If contacts are created by using another source and added to Shopify later, then updates will not be synchronized to Shopify when
opt-indata are changed in Emarsys. If you need to collect contact data primarily in Emarsys, please use the Lead Acquisition (Shopify) Tactic. - For more information on how opt-in data is synchronized, see Opt-in data sync between Shopify (accepts marketing field) and Emarsys.
- In order to enable transactional scenarios, such as order or shipment confirmation, contact records are created even for guest checkout users in the Emarsys contact database when using the Emarsys Shopify plug-in.
Opt-in types and statuses in Shopify:
not_subscribedsubscribedunsubscribepending
This is how email opt-in data is synced from Shopify to Emarsys:
-
not_subscribed→NULL -
subscribed→TRUE -
unsubscribed→FALSE -
pending→NULL
This is how email opt-in data is synced from Emarsys to Shopify when it changes to TRUE in Emarsys:
- Shopify:
not_subscribed→subscribed - Shopify:
subscribed→subscribed - Shopify:
unsubscribed→subscribed - Shopify:
pending→subscribed
This is how email opt-in data is synced from Emarsys to Shopify when it changes to FALSE in Emarsys:
- Shopify:
not_subscribed→unsubscribed - Shopify:
subscribed→unsubscribed - Shopify:
unsubscribed→unsubscribed - Shopify:
pending→unsubscribed
This is how email opt-in data is synced from Emarsys to Shopify when it changes to NULL in Emarsys:
- Shopify:
not_subscribed→not_subscribed - Shopify:
subscribed→unsubscribed - Shopify:
unsubscribed→unsubscribed - Shopify:
pending→pending
- Sync of contact opt-in data from Emarsys to Shopify (
Email Marketing Consentfield) in near real time.
Important: The Emarsys Shopify plug-in is specifically designed for synchronizing email and SMS opt-in changes to Shopify to keep this data up-to-date. This mechanism is not designed to sync a large volume of opt-in data changes from Emarsys to Shopify and most probably your store will not be able to accept these changes. If this mechanism is used to update opt-in data in general from Emarsys to Shopify, then it might block services provided by the plug-in and affect your Shopify store's functionality. If you need to update a large volume of contact opt-in status data, please always import them in your Shopify store. The Emarsys plug-in will fetch the changes in near real time and ensure your Emarsys database is up-to-date.
This sync process only applies to contacts who exist in Shopify (i.e. contacts whose Shopify ID is available in Emarsys).
- Sync of SMS opt-in data between Emarsys and Shopify (
SMS Marketing Consentfield) in near real time.
To sync SMS opt-in data, follow the instructions in Synchronizing SMS opt-in data. For more information on how SMS opt-in data is synced between Shopify and Emarsys, see SMS opt-in data and synchronization in Shopify and Emarsys.
For more information on how SMS opt-in data is synchronized, see SMS opt-in data sync between Emarsys and Shopify (SMS Marketing Consent field).
Opt-in types and statuses in Shopify:
not_subscribedsubscribedunsubscribepending
Available opt_in_level values in Shopify:
-
single_opt_in- The customer started to receive marketing SMS campaigns after providing their phone number, without any intermediate steps. -
confirmed_opt_in- After providing their phone number, the customer received a confirmation SMS which required them to perform a prescribed action before receiving marketing SMS campaigns.
This is how SMS opt-in data is synced from Shopify to Emarsys:
-
not_subscribed→NULL -
subscribed→TRUE -
unsubscribed→FALSE -
pending→NULL
This is how SMS opt-in data is synced from Emarsys to Shopify when it changes to TRUE in Emarsys:
- Shopify:
not_subscribed→subscribed - Shopify:
subscribed→subscribed - Shopify:
unsubscribed→subscribed - Shopify:
pending→subscribed
This is how SMS opt-in data is synced from Emarsys to Shopify when it changes to FALSE in Emarsys:
- Shopify:
not_subscribed→unsubscribed - Shopify:
subscribed→unsubscribed - Shopify:
unsubscribed→unsubscribed - Shopify:
pending→unsubscribed
This is how SMS opt-in data is synced from Emarsys to Shopify when it changes to NULL in Emarsys:
- Shopify:
not_subscribed→not_subscribed - Shopify:
subscribed→unsubscribed - Shopify:
unsubscribed→unsubscribed - Shopify:
pending→pending
- Automated triggering of Shopify e-commerce events as external events in Emarsys.
- Automated upload of all product data from Shopify to Emarsys.
- Automated upload of all order data from Shopify to Emarsys.
- Automated installation of the Web Extend data collection scripts on your Shopify themes.
- The Emarsys Set contact data node can be used in any of your Shopify Flow programs.
Note that 3rd party plug-ins may change the default behavior of the store. Emarsys cannot guarantee compatibility with other plug-ins, such as a custom payment provider that tracks data differently, and may prevent purchase information from being synchronized. Before installing a new plug-in, we recommend contacting Emarsys support.
How does the Emarsys plug-in for Shopify and Shopify Plus work?
You can see in the following architecture overview how data is synchronized from Shopify to Emarsys via the Emarsys plug-in.
How often is data synchronized from Shopify to Emarsys?
Data is synced from Shopify to Emarsys in near real time similar to contact changes and updates.
Only the opt-in data is synced from Emarsys to Shopify. Opt-in data is synced in near real time unless there are connection-related issues. After an opt-in change, Emarsys triggers a Shopify webshop update instantly. In most cases, it takes 1-2 minutes. In case of a webshop outage or if your connection speed appears to be slow, the sync might take longer. If Emarsys cannot update the opt-in data on your end, then the following happens:
1. After a couple of retries (after a few minutes), the change request is put into the queue.
2. The change request stays in the queue for 60 minutes.
3. After 60 minutes, Emarsys initiates the update again.
4. This cycle is repeated for 24 hours (it starts when the opt-in change is received in Emarsys).
5. If Emarsys cannot update your webshop within 24 hours, then the opt-in change will be discarded.
Data is synchronized from Shopify to Emarsys as follows:
- The following data types are synced in real time:
- Customer data: Customer standard fields and metafields
- Order data
- Web behavior data
- The following data types are synced every two hours:
- Product data
Emarsys may process different data types with a varying frequency (e.g. Smart Insight synchronizes the updates on a daily basis).
Webhooks
After installing the Emarsys plug-in, you will subscribe to all the webhooks. The webhooks are also required to use the Shopify Tactics. You can use the webhook event content for:
- Sending transactional marketing messages,
- Personalizing them and
- Building Interactions programs.
In the following table, you can see which Shopify event triggers which Emarsys event.
| Topic / event type in Shopify | External event name in Emarsys |
|---|---|
|
customers/create |
Customer Registration |
| orders/create |
Order |
orders/create (orders_count is zero) |
Order by New Customer |
orders/create (orders_count is not zero) |
Order by Recurring Customer |
| orders/paid |
Order Paid |
| orders/cancelled |
Order Cancelled |
| orders/fulfilled |
Order Fulfilled |
| orders/partially_fulfilled |
Order Partially Fulfilled |
| orders/updated |
Order Updated |
| refunds/create |
Refund |
| fulfillments/create |
Fulfillments Created |
| fulfillments/update |
Fulfillments Updated |