You can check if your Shopify plug-in is working properly with the following test procedures:
- Checking that synchronization is running without any issues and alerts
- Checking that contact Opt-in subscription works properly
- Checking that customers are properly created during checkout
- Checking that the purchase process works properly for registered customers
- Checking that the Abandoned Cart automation (Tactic) works properly
We recommend visiting the following pages:
- Smart Insight Data Quality - You can check the status and monitor the quality of your Smart Insight data on this page.
- Predict Data Sources - You can monitor the data that lies behind the product recommendations on this page.
- Notification Center - You can subscribe to notifications and warning messages on this page.
If the test result does not meet your expectations, then proceed as follows:
1. Raise a support request including the following details:
- Your Emarsys account login name,
- The plug-in you are using (i.e. Shopify or ShopifyPlus),
- The name of your test segment (e.g. Shopify - Subscription Test),
- The email address or name of the product that you have used during the test and
- The time when you performed the test.
2. Attach the whole test procedure (including all the steps, for example, Checking that contact Opt-in subscription works properly) to the ticket.
3. Make sure that you also describe if the result of a step was OK and include your additional comments related to the steps (e.g. if something did not work according to your expectations) so that we can investigate the issue you encountered carefully.
Checking that synchronization is running without any issues and alerts
To check that synchronization is working properly without any issues and alerts, proceed as follows:
1. Make sure that contacts are created by manual entry (i.e. the API plug-in works properly) as follows:
a. To check that, navigate to Analytics > Registrations, click the Per Contact Source tab and set the Source of database entry to Manual registration.
b. Go to Contacts > Segments and click Create Segment.
c. Name your segment as follows: Shopify - Data Flow Test - registration date.
d. Select the Date of first registration contact criteria and set it to Was in the last 2 day(s).
2. Create another segment as follows:
a. Name your segment as follows: Shopify - Data Flow Test - predict last session date.
b. Select the predict last session date contact criteria and set it to Was in the last 2 day(s).
Checking that contact Opt-in subscription works properly
To check that subscription works properly, proceed as follows:
Before performing the test, make sure that the following prerequisites are fulfilled:
Emarsys prerequisites:
- The customer import has to be activated and
- The customer data field mapping has to be configured as described in Field matching and data synchronization.
1. Subscribe to marketing campaigns by using your test email address.
2. Check that the contact was created in the Emarsys contact database by searching for their email address.
3. Check if the contact's Opt-In status is True by clicking the Unified Customer Profile icon.
After subscribing to your marketing campaigns, the contact's Opt-In status must be True.
4. Create a segment as follows:
a. Go to Contacts > Segments and click Create Segment.
b. Name your segment as follows: Shopify - Subscription Test.
c. Select the following fields:
- predict last session date contact criteria and set it to Was in the last 2 day(s).
- Opt-in and set it to EqualTrue.
Checking that customers are properly created during checkout
To check that contacts are properly created during checkout, proceed as follows:
Before performing the test, make sure that the following prerequisites are fulfilled:
Emarsys prerequisites:
- The customer import has to be activated,
- The customer field mapping has to be configured,
- The product upload has to be activated and if you have any custom product, then the product data field mapping has to be configured, too and
- The order upload has to be activated.
For more information on the Emarsys prerequisites, see Prerequisites.
Guest visitors will only be created during checkout if order sync is activated.
1. Make a test purchase as a guest with your test email address and do not check the Consent to receive marketing materials checkbox.
- Follow the web shop's guidelines on how to make test purchases (e.g. purchase a test product for 1 or $1 by using a 99% discount etc.).
- The name of the checkbox may differ.
2. Check if the contact has been created in the Emarsys contact database by searching for their email address.
3. Check if the contact's Opt-In status is empty by clicking the Unified Customer Profile icon.
4. Create a segment as follows:
a. Go to Contacts > Segments and click Create Segment.
b. Name your segment as follows: Shopify - Contact Creation Test.
c. Select the following fields:
- Date of first registration and set it to Was in the last 2 day(s).
- Opt-in and choose the filter Is empty.
Checking that the purchase process works properly for registered customers
To check that the purchase process works appropriately for registered customers, proceed as follows:
This test case is only relevant for clients who are using Smart Insight.
Before performing the test, make sure that the following prerequisites are fulfilled:
Emarsys prerequisites:
- The customer import has to be activated,
- The customer data field mapping has to be configured,
- The product upload has to be activated and if you have any custom product, then the product field mapping has to be configured too,
- The order upload has to be activated.
- You need to have an up and running Smart Insight.
- For more information on the Emarsys prerequisites, see Prerequisites.
1. Make a test purchase as a registered customer.
Follow the web shop's guidelines on how to make test purchases (e.g. purchase a test product for 1 or $1 by using a 99% discount etc.).
2. Create a Smart Insight segment by using the corresponding filters:
a. Go to Contacts > Segments and click Create Segment.
b. Name your segment as follows: Shopify - SI Test.
c. Select the corresponding filters.
For example:
- Days since last purchase 1-1
- Price 1-1
3. Check if this segment contains your test email address.
Checking that the Abandoned Cart automation (Tactic) works properly
To check that the Abandoned Cart automation (Tactic) works properly, proceed as follows:
1. Register and log in to the client's website with your test email address.
2. Create a segment that contains only your test email address as follows:
a. Go to Contacts > Segments and click Create Segment.
b. Name your segment as follows: Shopify - testing mails.
c. Select the Email contact criteria, choose the Is Equal operator and specify your test email address.
3. Create an Abandoned Cart automation by choosing one from the following options:
- If you are using Tactics, then select the Abandoned cart tactic.
- If you do not use Tactics, then create an Automation Center program.
Make sure that the Tactic or Automation Center program only includes the test segment that contains just your test email address.
4. Abandon a product and check the contact's Predict fields as follows:
a. Put a product in your cart and abandon it by closing the tab in your browser.
b. Check if the corresponding email is delivered next day.
If the email was not delivered, please describe the steps you have performed in the ticket.
c. Check the content of the email, the recommendations must be logically related to the specific product that you have abandoned.
If the content of the email is different than expected, please attach it to the ticket.