Configuration

To be able to import into Dialog Insight data originating from your Shopify transaction website, you must first authorize communication between the 2 applications. Each E-Commerce application has its own authorization process that must be meticulously followed to establish a proper connection.

PrerequisiteThe E-Commerce module must be enabled.
Access Path > Configuration > Relational data > page E-Commerce page

 How To

  1. In the Integration section, next to the Shopify application, click on Activate, if not yet activated, or on Edit to edit the existing connection or add a new one.
  2. The subscription will be treated differently if the consent option is displayed or not when creating a contact. If the option is displayed, it will be considered unsubscribed. Otherwise, if the option is not displayed, it will be considered stateless. 
    1. Choose the option that applies to your Shopify site using the drop-down list.
  3. If one or more authorizations exist:
    1. Choose the connection you wish to use.
      *Only one Shopify authorization can be enabled at a time. So if you have multiple connections, you will need to activate/deactivate them as needed.
    2. Click on Save.
  4. If no authorization exists yet:
    1. You must create one.
    2. To do so, click on Create an authorization.
    3. In the Shopify authorization page, enter the complete URL of your transactional website.
    4. Click on Authorize access.
    5. You will be prompted to enter your login information to Shopify.
    6. Once logged in your account, you must authorize Dialog Insight to access your account's data.
    7. If the 2 previous steps have been executed with success, communication between Dialog Insight and your transactional website should be set and a related status displayed.
    8. Once authorization is done, you will be taken back to Google Analytics's authorization page and you should see that the configuration is successful.
  5. Back in Dialog Insight, click on Continue to complete configuration.
  6. In the confirmation window, click on Finish.

Shopify product

A product in Shopify can have multiple variants. In the Dialog Insight platform, we consider each variant as a product.

The fields of a product are available in the different languages present on your Shopify website

Here is an example of data for your communications: Name, title, SKU, description, image, brand, URL to Shopify site, category.

Shopify Cart

It is possible to have information on Shopify baskets if you have the " Parcours " module activated. The detail and quantity of items in a basket, the date of abandonment of the basket.

Cart information can be used in several situations, such as sending a reminder about cart abandon or sending a communication when a previously viewed product goes on sale.

Shopify transaction

Transaction information is retrieved from Shopify and stored at Dialog Insight. It is possible using the details of a transaction to make follow-ups and thank you emails.

Synchronization

Information on products, transactions and baskets is updated 4 times in a 24 hour period. To synchronize your transactions and baskets, an automated import on Shopify contacts must be configured upstream. The link between Dialog Insight and Shopify must be done on the email fields or the Shopify ID. This field must be the primary key of the Dialog Insight project.