The Shopify integration is available on the following plans:
You can connect your Shopify store to your ActiveCampaign account with the Shopify for ActiveCampaign integration. This integration allows you to send actionable purchase and abandoned cart data directly from your Shopify store into your ActiveCampaign account for both logged in customers and guests.
You can use this data to send customized follow-up emails to your contacts, trigger automations to run based on customer and purchased data, create list segments, configure automation goals, and more.
In this article:
Connect your Shopify store to your ActiveCampaign account
To connect your Shopify store to ActiveCampaign so you can sync customer data, follow these steps:
1. Click "Settings" located on the lower left of your screen:
2. Click "Integrations" in the left menu:
3. The "Connected Integrations" page will open. Click the "Add Integration" button.
4. Click the Shopify option from the "Add an integration" modal.
5. Accept the Shopify Terms of Service by clicking the checkbox then clicking the "Accept" button.
6. Type the Shopify store name into the field provided.
7. Click the "Connect" button.
You will be directed to your Shopify store and asked to authorize the connection. Once your Shopify store is connected to your ActiveCampaign account, all orders and abandoned carts from that moment on will be automatically synced as soon as they happen.
Contacts synced from this integration will have the tag,
shopify-customer, added to them automatically.
Checkouts, abandoned carts, and "Accepts Marketing" opt-in preferences will be synced to your ActiveCampaign account for both logged in customers and guests.
In addition, orders of any status for these contacts will be synced to your account as they happen. This includes orders where payment is accepted, pending, failed, and refunded.
Managing your integration and syncing historical orders
Once your Shopify store is connected, you can manage the connection at any time from the Settings > Integrations page in your ActiveCampaign account.
Clicking the "Disconnect" button will prevent future order and customer data from syncing into your ActiveCampaign account.
Any data already synced from that Shopify store will not be deleted and will remain even after the store has been disconnected.
"Sync Historical Data" button
Clicking the "Sync Historical Data" button will sync the following data from Shopify into your ActiveCampaign account:
- All contacts in your Shopify account along with any orders that they made
- All contacts in your Shopify account that have not placed any orders with you
- All orders placed by contacts that already exist in your ActiveCampaign account
Synced historical data will not trigger any automations to run that use the "Makes a purchase" automation trigger.
To sync historical data from your connected Shopify store:
1. Click the connected Shopify store.
2. Click the "Manage" button.
3. Click the "Sync Historical Data" button.
The historical sync will run in the background. You will be able to navigate away from or close the page.
Shopify data on the contact profile page
When contacts are synced from your Shopify store to your ActiveCampaign account, their order(s), as well as abandoned cart information, will be displayed in an Ecommerce box. This box is located on their profile page:
You will be able to sort information by Ecommerce activity:
And you can sort by store name if you have more than one Shopify store connected to your ActiveCampaign account.
The Ecommerce box will display statistics that show total revenue, total orders, and number of products purchased.
In addition, the following information will be included in the Ecommerce box:
- Order number
- Total (order price)
- Order Date and time
- Order status (Completed or Abandoned)
- Store name
Clicking the "Products" button will open the details for that specific order on the right side of your screen.
Here you'll see the following information for that order:
- Order status
- Order number (this will contain a link that will open the order in Shopify)
- Order total
- Order date and time
- Discount code and discount price
- List of products contained in the order:
- Image of the product (if available)
- Product name
- Product category (if available)
- Quantity ordered
- Product price
In addition, we'll display synced order information in the activity stream for each contact.
Clicking the Order ID number in this "Order Details" will open the order in your connected Shopify store.
When a contact abandons a cart, an entry called "Cart Abandoned" will appear in the contact's activity stream on their profile page:
While we'll sync all contacts who check the "Accepts Marketing" box and those who don't through this integration, that opt-in preference will not be displayed on the contact profile page.
In order to see which contacts opted into marketing through your Shopify store, you will need to create an advanced search using the Ecommerce > Has opted into marketing segment condition.
Fields imported from Shopify
Below, you'll find a list of fields imported from Shopify as well as which fields they are mapped to in ActiveCampaign. These fields will appear on a contact's profile page if they were added to your ActiveCampaign account from Shopify:
|Shopify Fields||ActiveCampaign Standard Fields|
|Customer first name
|Customer last name||Last name
|Product title||Product name|
|Product type||Product category|
|Product ID||Product ID|
|Order total||Order total|
|Order shipping method||Order shipping method|
|Order date||Order date|
Note on the synced phone number from Shopify:
We will first look for a customer's phone number on their customer record in your Shopify store. If that phone number is found, we will sync it to your ActiveCampaign account. If the customer does not have a phone number in their record, we will then check if they have a phone number associated with their default shipping address. If the phone number is found, we will sync it to your ActiveCampaign account. If the customer does not have a phone number associated with their default shipping address, we will not sync the customer's phone number.
Ecommerce segmenting conditions
Segmenting conditions for Ecommerce will appear when you're building segments. You can use this data to create "If/Else" conditions in your automation, add conditional content to your campaigns, create goal conditions, set up "Split Test" automations, update a deal score or contact score, send targeted campaigns by creating a list segment, and more.
The Ecommerce segment conditions are:
Total amount of all completed purchases for a contact.
Total number of orders completed by a contact.
Total number of products purchased by a contact.
Last order date
Date of the most recent order completed by a contact.
Last order price
Total price of the most recent order completed by a contact.
Last order currency
Currency of the most recent order completed by a contact.
Last order shipping method
Shipping method of the most recent order completed by a contact.
Last order product count
Total number of products in the most recent order completed by a contact.
Last product ID
ID of the product in the most recent order completed by a contact.
Last product SKU
Product SKU in the most recent order completed by a contact.
Last product name
Product name in the most recent order completed by a contact.
Last product category
Category of the product in the most recent order completed by a contact.
Date of the order completed by a contact.
Time of the order completed by a contact.
Product name in Any Order
Searches for the product name in any order made by a contact.
Product category in Any Order
Searches for contacts with at least 1 completed order that included a product with this product category.
Shipping method in Any Order
Searches for contacts whoever used this shipping method in a completed order.
Currency in Any Order
Searches for contacts whoever had a completed order with this currency.
Product ID in Any Order
Searches for contacts with at least 1 completed order that included a product with this product ID.
Product SKU in Any Order
Searches for product SKU in any order completed by the contact.
Has made a purchase
Searches for contacts who made 1 or more purchases from the selected store(s).
Has not made a purchase
Searches for contacts who made 0 purchases from the selected store(s).
Has opted in to marketing
Searches for contacts who checked the "Accepts Marketing" checkbox.
Has not opted in to marketing
Searches for contacts who did not check the "Accepts Marketing" checkbox. This will include contacts who were not added to your account from the Shopify integration.
Has abandoned cart
Searches for contacts with at least one abandoned cart from any connected Shopify store or a connected specific Shopify store.
Doesn't have abandoned cart
Will look for contacts who have zero (0) abandoned carts. This includes contacts who:
- Did not abandon a cart AND never made any purchases (this includes contacts that do not have any ecommerce data)
- Did not abandon a cart AND made 1 or more purchases from any connected Shopify store or a connected specific Shopify store
Has recovered abandoned cart
Searches for contacts with at least one recovered cart (a cart that was abandoned, then completed) from any connected Shopify store or a specific connected Shopify store.
Has not recovered abandoned cart
Will look for contacts who have zero (0) recovered carts. This includes contacts who:
- Did not recover any carts AND never made any purchases (this includes contacts that do not have any ecommerce data)
- Did not recover any carts AND made 1 or more purchases
- Did not recover any carts AND abandoned at least 1 cart
- Did not recover any carts AND abandoned no carts
Total value of last abandoned cart
Searches for contacts whose latest abandoned cart has the value you specify
Product count of last abandoned cart
Searches for contacts whose latest abandoned cart has the number of items you specify
Product name in last abandoned cart
Searches for contacts whose latest abandoned included a product name that you specify
Use personalization tags generated from this integration in your campaigns and automation emails. Doing so lets you dynamically display product-specific content in your messaging.
Start an automation when a customer makes a purchase
Add a contact to an automation as soon as they make a purchase with the "Makes a purchase" automation trigger.
View order information in the Conversations Unified Inbox
If you're using Conversations, agents will see an overview of a known visitor's order history. This information will dynamically appear in the Conversations Unified Inbox whenever a conversation is opened with a known visitor. Agents can use this information to gain greater context when interacting with a visitor which will allow for deeper engagement.
Enable site tracking for your Shopify store
See which page in your store contacts are visiting with site tracking.