Video tutorial
Connecting Shopify allows you to access all your contacts, their information, and orders. This way, you can easily create segments, send personalized campaigns, and set up automations
To integrate Shopify and Instasent, you'll need to follow these steps:
1. Create a project and connect Shopify
When creating a project, you can directly connect your store, or if you already have a project created, go to the Data Sources section and select Shopify:
2. Select your store
You will need to indicate your store's domain and allow access to the App.
3. Map the data
Your contacts in Shopify have a series of data, fields, or values, which we'll call 'Attributes.' Keep in mind that, in addition to Shopify, you can connect many more technologies, import data in .CSV format, etc.
Therefore, each attribute must be assigned a specific name (for example, the 'Name' attribute may be called 'Name' in Shopify and 'Nombre' in a .CSV file, but in Instasent, it will be a single field).
By mapping, you ensure that each piece of data is placed in its correct project attribute. Although we try to automatically match project attributes, variations in names or data structure can cause inconsistencies. That's why it's vital to review the suggested mapping and adjust if necessary.
4. Merge*
*If this is the first data source you are connecting, this step will not appear yet.
Remember that you can connect many data sources (multiple .CSV files, spreadsheets, different technologies like Make, Shopify, Klaviyo, etc.). Instasent unifies and groups all this audience coming from all these sources.
Based on what value will you unify potential duplicate data from among your different data sources? If you choose, for example, the email, all contacts with the same email will be unified and their information will be aggregated. You can find more information in this article.
5. Tags
This involves labeling these contacts. Keep in mind that we import tags from Shopify, so this is about adding an additional tag.
Once these steps are confirmed, you will have this connector available in the Data Sources section, where you can have an overview and activity. You will also be able to send the first campaign. All contacts will be available in the Audience section, where you can apply filters and create segments.
