Shopify integration
Rule has a ready-made integration with Shopify that makes it easy for you to import your customer and order data from Shopify to Rule. After that, you can set up automation flows in Rule, such as Thank you for purchase, Retention, Winback, and much more.
We will go through:
- Installation
- Usage
- Automations
- Language on subscribers
- Forms and pop-ups
- Subscriber fields sent to Rule
Installation
- Log in to your store in Shopify and retrieve your store ID, you can find it when you log in to your URL. For example, https://admin.shopify.com/store/f7e1c6-37.
- Take your store ID "f7e1c6-37" and submit it via the form below.
- Click here to start the installation of the Rules Shopify app.
- Enter the name of your store in the format 'teststore.myshopify.com'. The name should not contain any prefixes, such as "http://", as shown in the image below.
- Read the instructions and approve the installation of the Rule app in Shopify, click 'Install unlisted app'
- The next step is to create an API key, which you can do in 'Settings' > 'Developers' > 'Create new key'
- Paste Rule's API key into the Shopify Settings tab
- Click 'Save'.
Data will start appearing in Rule immediately after the next order. We recommend that you make a test call to Rule for all your flows to see what data is collected and to which tag it is sent.
If you get stuck at any step, do not hesitate to contact us at support@rule.seand we will be happy to help you!
NOTE: If you are using the Safari browser and have trouble completing the installation, go to Safari > Settings and click on Privacy. Disable "Prevent cross-site tracking". Then try again.
Usage
Events sent to Rule
Triggered events in Shopify | Description | Tag in Rule | Data sent to Rule |
Cart Updated | After the customer has entered their email address at checkout in Shopify | CartInProgress | Subscriber & Order Data |
Order Shipped | After the order has been delivered and you have selected 'Fulfill orders' in Shopify | OrderShipped | Subscriber & Order Data |
Order Completed | After the order has been placed and you have selected 'Capture payments' in Shopify | OrderCompleted | Subscribers & Order Data |
Newsletter | Customer has clicked that they want to receive newsletters via the website or checked that they want to receive newsletters in the check-out | Newsletter | - |
E-commerce automations
When the e-commerce platform is connected to Rule, you can set up automations for triggered events in Shopify above. In this article, we will go through common e-commerce automations.
Language for subscribers
In this article, we will explain how you can personalize your emails based on the language set for each subsciber. Forms & pop-ups
Forms & pop-ups
If you want to add forms or pop-ups to your own Shopify page, you can use Shopify Forms. Activate Shopify Forms when you're done with your settings, and it will appear on your page, adding the member to the 'Newsletter' tag.
Custom fields
Subscriber Fields
Subscriber.Source Subscriber.Zipcode Subscriber.City Subscriber.Address1 Subscriber.Address2 Subscriber.Number Subscriber.Country Subscriber.LastName Subscriber.FirstName
Order Fields
Order.Products (json) Order.Currency Order.Number Order.Date Order.ShippingAddress1 Order.ShippingAddress2 Order.ShippingCity Order.ShippingZip Order.ShippingCountryCode Order.TotalPrice Order.TotalWeight Order.TotalTax Order.ProductCount Order.Discount Order.Names Order.Gateway Order.Skus Order.CartUrl (Cart In Progress only)
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