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Shopify integration

Send buyers from your Shopify store to ConvertKit when they make a purchase!

Updated over a week ago

Shopify is one of the most popular commerce platforms on the web, and you can directly integrate it with your ConvertKit account!

Connect to Shopify

Go to Apps under the Automate tab in the navigation. Then, search for and install the Shopify app.

Enter your Shopify site domain, and then click Next.

NOTE: Your Shopify site domain is Find your domain by logging in to Shopify and clicking the Settings option at the bottom of the left sidebar.

Your Shopify site domain will be stated at the top left of the Settings page that appears.

Click the Authorize button to connect to your store.

An authentication popup will appear. Click Install.

Close the popup once you see a "Successfully authenticated with Shopify" message. Then, go back to ConvertKit and click Next.

Click Import purchase history to import all your previous Shopify buyers as ConvertKit subscribers.

Click Next, and you're done!

Now, let's create a Visual Automation that automatically sends emails to Shopify store buyers.

Automate your post-purchase emails

Go to Visual Automations under the Automate tab in the navigation.

Click the + New automation on the button on the right:

You'll be taken to a page of templates. For the purposes of this article, we'll use a blank Visual Automation, so click the Start from scratch button:

Your new automation will open and you'll immediately be presented with the option to select an entry point.

The automation should trigger when someone buys a product from your Shopify store. So, set up its entry point as Purchase > Shopify > the specific Shopify product.

If you prefer, you can also have the automation trigger upon the purchase of any product (regardless of its integration source). Set this up by selecting Purchase > All integrations > Any product.

NOTE: If you don't see your products or have questions about the Purchase feature, view our Purchases feature setup and FAQ guide.

From here, you can add your customers to Sequences, Tags, and more to create the perfect post-purchase experience.

"Shopify-No Marketing" Tag

Buyers who opt out of marketing in Shopify will have that preference preserved in ConvertKit. We will tag every subscriber that is passed from Shopify to ConvertKit with the "Shopify-No Marketing" Tag unless they have checked the box in Shopify to allow marketing emails:

You can then exclude these subscribers from future emails using the "Shopify-No Marketing" Tag.

If an existing ConvertKit subscriber makes a purchase on your Shopify store and doesn't check that box, they too will receive the "Shopify-No Marketing" Tag.

You may want to identify these subscribers so that you don't exclude them from your emails. After all, they were already a consenting, confirmed subscriber on your email list before making the purchase.

Here's how to do this:

  1. Tag all subscribers on your list using a bulk action with e.g., an "Existing Subscriber" Tag

  2. Integrate Shopify with ConvertKit using the steps above

  3. Create a Segment of subscribers who have the "Shopify-No Marketing" Tag but don't have the "Existing Subscriber" Tag, as follows. If the "Shopify-No Marketing" Tag doesn't exist in your account yet, then create it manually, spelling it as "Shopify-No Marketing."

This way, the Segment will include only the subscribers who did not opt in to your emails when placing Shopify orders and who were not already a subscriber before you integrated ConvertKit with Shopify.

You can then exclude this Segment of subscribers from receiving your future emails.

Integrate with Shopify's email forms

You can integrate Shopify's built-in email forms with ConvertKit using Zapier.

When someone signs up via a Shopify email form, their email address will be added as a new customer in your Shopify account. Use the "New Customer in Shopify" trigger and the "Add Subscriber to Form in ConvertKit" action in Zapier to create a Zap that transfers this email address to ConvertKit!

NOTE: Right after the "New Customer" trigger, add a Filter that lets your Zap add the user's email address to ConvertKit only if their "Email Marketing Consent State" exactly matches "subscribed."

This is so that your Zap will transfer only the email addresses of users who have consented to receiving marketing emails (and not, say, the email addresses of customers who place orders without opting in to your marketing emails).

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