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Shopify integration

Updated this week

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:

  1. Installation

  2. Usage

  3. Automations

  4. Language on subscribers

  5. Forms and pop-ups

  6. Subscriber fields sent to Rule

Installation

  1. Log in to your store in Shopify and retrieve your store ID, which you’ll find in the URL once you're logged in. For example: https://admin.shopify.com/store/example

  2. Enter your store ID link as shown above, along with the email address associated with your account, in the form below.

  3. Click here to start the installation of the Rules Shopify app.

  4. 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.

  5. Read the instructions and approve the installation of the Rule app in Shopify, click 'Install unlisted app'

  6. The next step is to create an API key, which you can do in 'Settings' > 'Developers' > 'Create new key'

  7. Paste Rule's API key into the Shopify Settings tab

  8. 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

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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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