Shopify
Shopify can be used as an e-commerce platform and a POS in store. Our integration has the ability to pull in contacts along with pushing new signups.
In order to connect your Store to AIQ, you must first create a private app and grant AIQ the necessary permissions to sync with your Shopify account
- In Shopify, navigate to "Apps and sales channels" from side navigation
Select “Develop Apps” near the top of the Apps and sales channels page
- Create an App
- Name the app "AIQ"
- Create the app
Edit Permissions
- “Configure Admin API Scopes” ✅ read_analytics ✅ read_apps ✅ read_assigned_fulfillment_orders ✅ read_customer_events ✅ write_customers ✅ read_customers ✅ read_discounts
- Save your updates
- Install App
After creating your Private App in Shopify, we'll need to enter the ShopName, API Key & Admin API Access Token into AIQ to complete the connection.
- In AIQ, navigate to Settings -> Data Integrations
Select to "Connect" Shopify as a Data Source
- Enter the following information into the AIQ integration card
- Shop Name = URL for the shop exactly like it’s shown before “myshopify.com” in your shop URL
- exampleshoprules.myshopify.com (enter exampleshoprules)
- API key = API key from your AIQ Shopify private app
- Password = Admin API Access Token from your AIQ Shopify private app
- Relevant market of credential (optional) = State/Province(s) these credentials would sync contacts from
- Toggling Sync personas will allow for the integration to begin syncing your Shopify customers and sales into AIQ within 24 hours
- Click the green Connect button to save the settings!
If your Shopify integration connects to a regulated industry or market, you'll also need to check the box next to Required All users from this source have passed an age gate compliant with my industry for data to begin syncing
Please review this additional context for the additional Shopify integration settings.
These additional settings are not required. However, if updated at a later time they can alter the data ingested from Shopify!
- Use AIQ's last backup
- Turn this on to freeze your data from this source from the last audience run and discontinue hitting the sources API for new data.
- Sync Personas
- Enabling this will make AIQ sync all new contact signups generated from AIQ services into the integration. To change a users contact info, please alter it directly in the POS so that it will update in AIQ. This setting is activated on the day it's enabled moving forward.
- Sync Personas to relevant market
- Enabling this will make AIQ only sync contacts that belong to the given credential's region.
- Send SMS double-optins to personas who purchased after
- Send an SMS double opt-in request if a contact with a phone number had a sale after/on this date. Takes 24 hours to trigger.
- Enroll personas in loyalty program who purchased after
- Automatically signup contact for the loyalty program if they had a sale after/on this date. Contact then earns points for sales after/on this date. Takes 24 hours to reflect.
- POS
- Enabling this will also allow AIQ to capture sales and inventory from the connected Shopify stores
- Locations
- Enabling this will allow AIQ to pull fulfillment locations to assign store names to sales.
- Dynamic Content
- Enabling this will allow AIQ to pull products for dynamic content. Requires 'read_inventory' access scope authorization.
1. Schedule your campaign to be Ongoing 2. Under Advanced Settings, flip the Trigger when Shopify cart is abandoned to Yes:
Abandoned cart messages will be sent to a consumer as soon as a cart is sent to AIQ (which, for Shopify, is after 2 hours of inactivity with a cart). Messages will only be sent to current members of the dispensary’s loyalty program, meaning they must have previously signed up for us to know they exist. If you need help setting a campaign up, we have a sample Template under the "Quick setup" section in the top left of the dashboard you can install!
Shopify now has the ability to send the Customer's Abandoned Cart through AIQ's Dynamic Content. When the "User Abandoned Items" preference is enabled, The Customers will be directed to their previously Abandoned Cart via the Dynamic Content.
Shopify's integration with AIQ's Dynamic Content allows for abandoned carts to be sent to customers, increasing the chance of retaining revenue that would have otherwise been lost.
The use of Dynamic Content in your Campaigns also enhances end-consumer engagement, leading to increased conversions and ROI.
To Utilize Shopify's integration with abandoned carts, navigate to Data Integrations > Shopify then select the "Connect" button. Then scroll down to Additional Settings, and enable Abandoned Carts.
Then, navigate to your "Product Feed" within the Campaign, and enable the "User Abandoned Items" preference.
And then toggle on the "User Abandoned Items" preference.
Our integration supports only one storename. However, if you have multiple locations set up we can pull those!