Shopify is an Ecommerce platform that allows you to easily sell online, at a retail location, and everywhere in between. Easily set up this integration and start automating based on events that Shopify sends directly into your Drip account.
In this article:
- Before integrating your store
- Integrate your Drip and Shopify accounts
- Shopify-based segmentation
- Shopify events
- Shopify-based automation
- Pre-built Shopify workflows
- Remove your Shopify store
Before integrating your Shopify store
When you integrate your Shopify store with Drip, some important data you’ve collected through your store automatically gets synced over to your Drip account.
This data import includes your store’s:
In addition to syncing your Shopify customers, Drip automatically performs the following tasks for you:
- Installs your Drip JavaScript snippet into your store's theme.
- Installs a JavaScript snippet to track product views.
You may notice an increase in the number of subscribers in your account once your customers have been synced. Drip creates a new subscriber for each Shopify customer with an email address that doesn’t already exist in your account.
When a Shopify customer is synced to your Drip account, their subscription status in Drip is determined by if they consent to receive future marketing and promotional content from your business. This preference can be managed by the customer while they enter their personal information into the checkout page when placing an order on your store:
Drip handles customers based on their Shopify marketing preference in the following ways:
- If a new or existing customer opts-in to receive marketing content, their subscription status will be set to Active. These subscribers can trigger workflow and rule automation and will receive commercial emails.
- If a new customer does not opt-in to receive marketing content, their subscription status will be set to Unsubscribed. These subscribers will not trigger automation in workflows or rules and will not receive commercial emails.
- If an existing customer updates their preference to opt-out of marketing content, Drip maintains the customer’s current subscription status as they did not directly opt-out through Drip's unsubscribe link.
- If the customer directly unsubscribes from their Drip subscription through the unsubscribe link in an email, that action does not affect the customer’s marketing preference in Shopify.
Integrate your Drip and Shopify accounts
Take the below steps to integrate your Shopify store with your Drip account. Or, if you've already integrated your store but would like to install Shopify to a different account, you must first take the steps to uninstall the integration then reinstall it into the desired Drip account.
To integrate your Shopify and Drip accounts together, you’ll first need to retrieve the URL to your Shopify admin page:
- Sign in to your Shopify store admin.
- From the Shopify admin Homepage, copy the URL you see in the address bar of your web browser.
Now that you have your Shopify admin URL copied, head over to your Drip account and enter it into our Shopify integration page:
- From your Drip account, click your Account Settings
.
- From the drop-down, click Integrations.
- From the integrations page (listed in alphabetical order), find and click Shopify.
- In the Shopify integration page, paste your Shopify admin URL into the field.
- Click Take me to Shopify for authorization.
- When redirected to Shopify, you’ll be asked to install the “unlisted” Drip app to your Shopify account. Click Install unlisted app.
After the app has been installed, Drip automatically begins to sync your Shopify customers and orders data into your account. You should also know that Drip stores your Shopify order data in a special data-type also known as an Order.
Note: If you ever need to re-sync your Shopify data or uninstall the integration, you can return to the Shopify integration page in your Drip account to perform those functions.
Now that your store is synced-up and connected to Drip, explore the different ways you can leverage this integration inside of Drip to create customized subscriber segments and trigger Shopify-based automation.
NOTE: Need to send test orders to Drip? Set up a bogus gateway in your Shopify account.
Shopify-based segmentation
When someone views a product or places an order on your store, Shopify automatically sends that data to your Drip account to be processed. You can then use that information to create Shopify-based segments.
Segmentation by Orders
To segment your subscribers by completed orders:
- From your Drip account, click the Subscribers tab to create a subscriber segment.
- From the first drop-down, select Orders.
- Then, configure the rest of the filter to define the segment you'd like to return.
For example, the following filter returns a segment of subscribers who have placed an order within the current calendar month for any of the listed product titles:
Segmentation by Products Viewed
To segment your subscribers by Products Viewed:
- From your Drip account, click the Subscribers tab to create a subscriber segment.
- From the first drop-down, select Viewed a Product.
- Then, configure the rest of the filter to define the segment you'd like to return.
For example, the following filter returns a segment of subscribers who viewed any of the items listed below with a price of $75 or less at least 3 times during the previous calendar month:
Shopify events
Shopify sends a number of events when a customer takes some sort of action on your store. Those actions can range from simply creating a cart by adding an item to it, to completing orders. Depending on the situation at hand, Drip will be able to intake and record a number of Shopify events.
Click here to toggle a list of Shopify-based events:
Event Name | Properties |
Checkout created |
value total_discounts currency abandoned_checkout_url line_items tags source
|
Checkout deleted |
source
|
Checkout updated |
value currency abandoned_checkout_url line_items source
|
Customer created |
source
|
Customer deleted |
source
|
Customer disabled |
source
|
Customer updated |
source
|
Fulfillment created |
line_items tracking_company shipment_status tracking_numbers source
|
Fulfillment updated |
line_items tracking_company shipment_status tracking_numbers source
|
Item checkout created |
title sku quantity product_id value source
|
Item fulfillment created |
name sku quantity product_id fulfillment_status value total_discount source
|
Item fulfillment updated |
name sku quantity product_id fulfillment_status value total_discount source
|
Item order created |
name sku quantity product_id value total_discount source subscriber_initiated
|
Item order cancelled |
name sku quantity product_id value source
|
Order cancelled |
value currency line_items source
|
Order created |
value total_discounts currency line_items source subscriber_initiated
|
Order fulfilled |
value total_discounts currency line_items source
|
Viewed a product |
collection compare_at_price currency price product_id product_image_url product_page_url product_tags product_type sku source title url variant_id vendor |
Once we record a Shopify event in your Drip account, you'll be able to access its properties through Liquid (learn more).
Shopify-based automation
Create a trigger in a workflow or a basic rule and choose Shopify as the provider. Then, select the event that you would like to trigger an action.
Use the Viewed a product event to trigger automation based on someone viewing a specific product on your store.
As you can see, you can restrict the trigger to specific products by adding product properties.
Pre-built Shopify workflows
We have created a couple workflows that you can install right into your own Drip account to handle the following types of situations:
- Shopping Cart Abandonment Workflow (simple)
- Shopping Cart Abandonment Workflow (advanced)
- At-Risk Customer Win-Back Series
- Facebook Custom Audiences + Shopify
- Next-Sell Campaign
- Black Friday and Cyber Monday
Remove your Shopify store
To remove your Shopify store from your Drip account:
- From your Drip account, click your Account Settings
.
- From the drop-down, click Integrations.
- From the integrations page (listed in alphabetical order), locate and click Shopify.
- On the Shopify integration page (in your Drip account), click Remove this store.
Next, uninstall the Drip app from the inside of your Shopify admin:
- From your Shopify admin page, click Apps (located in the left sidebar).
- From the Shopify Apps page, click the trash can icon for the Drip app.
- When the pop-up appears, click Uninstall.
Now, remove the Drip JavaScript snippet from your Shopify theme (theme.liquid):
- From your Shopify admin page, click Online Store (located in the left sidebar).
- On the Themes page, click Actions, then click Edit Code.
- When the files that make up your Shopify theme are in view, select theme.liquid.
- In that file, locate the Drip JavaScript snippet, as seen below:
- Remove the snippet from the file. Be sure to remove the snippet from all themes, not just the one you currently have active.
- Click Save.
Lastly, remove the product view snippet from your Shopify theme (product.liquid):
- From the list of files that make up your Shopify theme, select product.liquid.
- In that file, there is a short snippet you must remove, as seen below:
- Remove that snippet from the file. Be sure to remove the snippet from all themes, not just the one you currently have active.
- Click Save.
Note: Once you've removed the integration, Drip will no longer receive data from your Shopify store. Subscribers created from when the integration was set up will still remain in your Drip account.