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.

Tag in Rule	Data sent to Rule	Description
CartInProgress	Subscriber & Order Data	After the customer has entered their email address at checkout in Shopify
OrderShipped	Subscriber & Order Data	After the order has been delivered and you have selected 'Fulfill orders' in Shopify
OrderCompleted	Subscribers & Order Data	After the order has been placed and you have selected 'Capture payments' in Shopify
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

Installation

IMPORTANT INFORMATION BEFORE INSTALLATION

The email address associated with your Shopify account must exist as a user on your Rule account if you do not want to create a new Rule account for that email address.

When you download our app, the email address associated with your Shopify account will either be connected to an existing Rule account if the email address already exists as a user, or a new account will be created if the email address is not already associated with an account.

There is no additional charge if you need to create a new user on your account for the email address associated with Shopify.

Check that the email address associated with your Shopify account exists as a user on your Rule account if you already have a Rule account.
Download the Shopify app via this link.
Click “Connect to Rule”.
Select which account you want to connect your store to. There may be several options if you have sub-accounts.
The connection is now set up. You can review your plan, activate additional services, continue to your Rule account via “Continue with Rule”, or disconnect the integration via “Disconnect Rule”.

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.

Datafields sent to Rule

Subscriber custom fields

These fields are generated when subscribers are created or updated for customers, checkouts, paid orders, and fulfilled orders. The address preference is shipping_address, followed by billing_address, and finally customer.default_address.

Rule field	Shopify source/fallback
`Subscriber.FirstName`	`customer.first_name`, `address.first_name`, followed by `billing_address.first_name`
`Subscriber.LastName`	`customer.last_name`, `address.last_name`, followed by `billing_address.last_name`
`Subscriber.Number`	`customer.phone`, `address.phone`, `billing_address.phone`, followed by `shipping_address.phone`
`Subscriber.Address1`	`address1` from the preferred address
`Subscriber.Address2`	`address2` from the preferred address
`Subscriber.City`	`city` from the preferred address
`Subscriber.Zipcode`	`zip` from the preferred address
`Subscriber.Country`	`country` from the preferred address
`Subscriber.Source`	Static value `ShopifyRule`

Custom checkout/cart fields

These fields are generated by checkouts/update.

Rule field	Shopify source	Storage format
`Cart.CartUrl`	`abandoned_checkout_url`	String
`Cart.Names`	`line_items[].title`	JSON array with multiple values
`Cart.SKUs`	`line_items[].sku`	JSON array with multiple values
`Cart.Models`	`line_items[].variant_title`	JSON array with multiple values
`Cart.Manufacturers`	`line_items[].vendor`	JSON array with multiple values
`Cart.ProductTypes`	Enriched product `productType`/`product_type`	Deduplicated JSON array with multiple values
`Cart.ProductCategories`	Enriched product category `fullName` or `name`	Deduplicated JSON array with multiple values
`Cart.ProductCollections`	Enriched collection titles/names	Deduplicated JSON array with multiple values
`Cart.ProductTags`	Enriched Shopify product tags	Deduplicated JSON array with multiple values
`Cart.Products`	Enriched line items, or original line items when enrichment is unavailable	JSON string

Custom fields for paid orders

These fields are generated by orders/paid.

Rule field	Shopify source/fallback	Storage format
`Order.Number`	`order_number`, followed by `id`	Text
`Order.Name`	`name`	Text
`Order.Currency`	Normalized `presentment_currency`, followed by `currency`	Text
`Order.Date`	`processed_at`, `created_at`, followed by `updated_at`	Date/time
`Order.BillingFirstname`	`billing_address.first_name`	Text
`Order.BillingLastname`	`billing_address.last_name`	Text
`Order.BillingStreet`	`billing_address.address1`	Text
`Order.BillingCity`	`billing_address.city`	Text
`Order.BillingZipcode`	`billing_address.zip`	Text
`Order.BillingState`	`billing_address.province`, followed by `province_code`	Text
`Order.BillingCountry`	`billing_address.country`, followed by `country_code`	Text
`Order.BillingCompany`	`billing_address.company`	Text
`Order.BillingTele`	`billing_address.phone`	Text
`Order.Firstname`	`shipping_address.first_name`	Text
`Order.Lastname`	`shipping_address.last_name`	Text
`Order.Street`	`shipping_address.address1`	Text
`Order.Street2`	`shipping_address.address2`	Text
`Order.Zipcode`	`shipping_address.zip`	Text
`Order.City`	`shipping_address.city`	Text
`Order.Country`	`shipping_address.country`, followed by `country_code`	Text
`Order.ShippingAddress1`	`shipping_address.address1`	Text
`Order.ShippingAddress2`	`shipping_address.address2`	Text
`Order.ShippingCity`	`shipping_address.city`	Text
`Order.ShippingZip`	`shipping_address.zip`	Text
`Order.ShippingCountryCode`	`shipping_address.country_code`	Text
`Order.TotalTaxIncl`	Current total amount, followed by the original presentment total; fallback to the store/text value when using the same currency	Text
`Order.TotalTaxExcl`	Total amount in the selected currency minus tax in the selected currency; otherwise subtotal in the selected currency	Text
`Order.TaxAmmount`	Current presentment tax, followed by the original presentment tax; fallback to the store/text value when using the same currency	Text; the field name spelling is intentional/current
`Order.Shipping`	Current presentment shipping cost, followed by the original presentment shipping cost; fallback to the store/text value when using the same currency	Text
`Order.TotalPrice`	Same resolved total amount as `Order.TotalTaxIncl`	Text
`Order.TotalTax`	Same resolved tax amount as `Order.TaxAmmount`	Text
`Order.Discount`	Current presentment discounts, followed by the original presentment discounts; fallback to the store/text value when using the same currency	Text
`Order.PaymentMethod`	`gateway`, followed by combined `payment_gateway_names`	Text
`Order.DeliveryMethod`	Combined `shipping_lines[].title`, `code`, or `source`	Text
`Order.Gateway`	Same resolved value as `Order.PaymentMethod`	Text
`Order.OrderStatus`	`cancelled` if `cancelled_at` exists; otherwise `fulfillment_status`, followed by `financial_status`	Text
`Order.ProductCount`	Sum of `line_items[].quantity`	Text
`Order.TotalWeight`	`total_weight`	Text
`Order.Names`	`line_items[].title`	JSON array with multiple values
`Order.Manufacturers`	`line_items[].vendor`	JSON array with multiple values
`Order.Brands`	`line_items[].vendor`	JSON array with multiple values
`Order.SKUs`	`line_items[].sku`	JSON array with multiple values
`Order.ProductTags`	Enriched Shopify product tags	Deduplicated JSON array with multiple values
`Order.ProductTypes`	Enriched product types	Deduplicated JSON array with multiple values
`Order.ProductCategories`	Enriched category `fullName` or `name`	Deduplicated JSON array with multiple values
`Order.Categories`	Same resolved categories as `Order.ProductCategories`	Deduplicated JSON array with multiple values
`Order.ProductCollections`	Enriched collection titles/names	Deduplicated JSON array with multiple values
`Order.Products`	Enriched line items	JSON string

When orders/paid is triggered, the app removes CartInProgress and requests OrderCompleted, the current Shopify customer tags, and Newsletter when the relevant email consent is active.

Custom fields for fulfillment/shipping

These fields are generated by orders/fulfilled.

Rule field	Shopify source/fallback	Storage format
`OrderShipped.Number`	`order_number`, followed by `id`	Text
`OrderShipped.ShippingProcessedAt`	`processed_at`	Date/time
`OrderShipped.FinancialStatus`	`financial_status`	Text
`OrderShipped.ShippingLines`	`shipping_lines[].title`	JSON array with multiple values
`OrderShipped.TrackingCompany`	`fulfillments[].tracking_company`	JSON array with multiple values
`OrderShipped.TrackingNumber`	`fulfillments[].tracking_number`	JSON array with multiple values

The app requests OrderShipped, the current Shopify customer tags, and Newsletter when the relevant email consent is active.

Shopify Integration