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Knowledge Base Home aero-right Integrations aero-right How to Integrate Benchmark With Shopify

How to Integrate Benchmark With Shopify

Integrations Updated on May 22, 2024

With the Benchmark Shopify integration, you can import your Shopify contacts or promote and sell your Shopify products to your Benchmark contacts using your Benmark emails or landing pages.

Before getting started, please review the following:

  1. Ensure that your Benchmark account is on the right billing plan to sync new contacts. The connection will fail if your account does not have the contact space needed.
  2. You should also have a paid Shopify account; otherwise, the connection will fail.
  3. To use Shopify with Benchmark, you’ll first need to create an app in Shopify. The app will allow Benchmark to access your Shopify customers or product information.
  4. The Contact List Shopify Integration offers two options for syncing: one-time import and active import.
    • One-time import will only sync contacts once.
    • Active Sync continuously imports customers as the customer segment grows.
      • If a new contact is added or updated in a synced Shopify segment, it will be imported to the synced Benchmark List in real-time. If the new contact(s) are not visible, refresh your Benchmark Email and Shopify pages. 

How to create an app in Shopify

  1. Log in to your Shopify account.
  2. From the Dashboard, select Apps.
  3. Now, click on Develop apps.
  1. Click on the Create an app option.
  1. In the popup, enter an App name and select an App developer email from the dropdown menu.

CONSIDER

These details can help you keep track of your apps and stay informed about changes that affect your app. Click Here to learn more.

  1. Click on the Configuration tab, then click on the Configure button in the Admin API integration section.

IMPORTANT

The next step will depend on the type of integration you will use in Benchmark.

shopify contacts icon
To import Shopify customers:
  1. Scroll down to Customers, and check the read_customers option.
shopify products icon
To access Shopify products:
  1. Scroll down to Products, and check the read_products option.

IMPORTANT

If the Product option is disabled, check with your admin to enable Product Permissions. To learn more about Product Permissions, click here.

  1. Once done, please click on the SAVE button.
  1. Select API credentials tab. In the Access tokens option, click the Install app button.
  1. On the pop-up, click the Install button.

IMPORTANT

An access token will be generated on the Admin API section. Click on Reveal token once to continue with the integration process.

Scroll down in the same API credentials section to locate your API Key.

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shopify contacts icon

How to sync your Shopify customers 

IMPORTANT

  • The One-time import option does not actively sync. Repeat the integration steps below if you need to add new Shopify customers to your Benchmark list. 
  • Active Sync continuously imports customers as the customer segment grows.
    • If a new contact is added or updated in a synced Shopify segment, it will be imported to the synced Benchmark List in real-time. If the new contact(s) are not visible, please refresh your Benchmark Email and Shopify pages.
  • If you need to import contacts from a different Shopify store, you’ll need to repeat the integration steps and enter the new Shopify store, Shopify API Key, and Access Token.
  • Due to filtering certain emails, the final number of imported contacts may be less than the projected number. For example, Benchmark Email removes role-based emails, duplicates, unsubscribed, and blocked domains. To learn more, click here.
  1. Log into your Benchmark account.
  2. Click on your account name at the top right.
  3. From the dropdown menu, select Integrations.
  1. Click on Get Started, then select Shopify.
Contact Syncs

If you haven’t created a Sync, this page will appear empty. To get started, click the New Sync option.

If you’ve previously used the Active Sync option with your Shopify store, you will see a list of existing Contact Syncs. One-time imports will not appear in this list.

CONSIDER

  • The Shopify Segment is the name given to the customer segment in Shopify.
    • Deleting a synced segment in Shopify will deactivate the sync.
  • The Benchmark Contact list is the list synced to the Shopify segment.
    • Deleting the Benchmark list will deactivate the sync.
  • Status indicates if the sync is active or inactive.
  • Actions
    • Deactivate pauses the Active Sync.
    • Activate lets you activate a previously created sync. Shopify segments or Benchmark lists previously deleted will not have the option to Activate.
  • Delete allows you to remove the sync from the list permanently.
Connect to Shopify

Select a connection, or add a new connection. 

To add a new connection, follow the steps below.

  1. Enter your Shopify Store Name (This is the “shop-name” portion of https://shop-name.myshopify.com/)

IMPORTANT

If your shop name contains hyphens, make sure to add them to the Shop Name Store. Otherwise, the integration will not work.

  1. Enter the generated API Key from Shopify along with the Access token and save.

CONSIDER

If you’ve previously created an app to use the Shopify Product block, you can use the same app information. However, you’ll need to edit the access for Customers to be at least Read Access.

 Import Settings
  1. Select a Shopify Customer Segment or a saved search; saved searches are queries that represent a group of your Shopify customers. Your Shopify customer segments will depend on your Shopify saved preferences. Customers who do not accept marketing will not be available in this dropdown list.
    • All Customers
    • Email Subscribers
    • New NEW
    • Returning NEW
    • Abandoned Checkouts NEW
  1. Benchmark Contact List choose an existing list or create a new list. This list is where your Shopify customers are saved as contacts.
  2. Select your Import Frequency.
  • Active Sync – Recommended
    • Continuously imports customers as the customer segment grows.
  • One-time Import
    • Imports Shopify customers once.
Confirm field mapping
  1. Select and match the fields to be mapped from Shopify to your Benchmark list.
  2. Click Save and Next to complete the integration.

If you chose a One-time import, you’d have the option to go to the Contact Dashboard. However, if you chose an Active Sync, you’ll be taken to the Contact Sync view. 

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shopify products icon

Shopify Product Block

The Shopify Product Block allows you to sell and promote your Shopify products directly from your Benchmark Emails.

To connect your Shopify store products, you will need the following information: 

  1. Shopify Store Name (This is the “shop-name” portion of https://shop-name.myshopify.com/)

IMPORTANT

If your shop name contains hyphens, make sure to add them to the Shop Name Store. Otherwise, the integration will not work.

  1. Shopify API Key
  2. Shopify Access Token

CONSIDER

If you’ve previously created an app to use the Shopify Product block, you can use the same app information. However, you’ll need to edit the access for Customers to be at least Read Access.

To learn how to connect your Shopify products, please follow the steps below.

Email Editor

  1. From your Benchmark account, open a draft or incomplete email.
  2. From the Email Checklist, click on the Design option.
  1. Now, click and drag the Shopify block to the desired section of your email.
  2. Fill in your Store name (include any hyphens in the store name), Shopify API Key, and the Access Token.
  1. Click Save and Next.
  2. Once you have successfully integrated, a list of your Shopify products will appear.
  3. Select a Shopify product to use in the block.
drag shopify block
  1. Leave as is or edit the block, and when done, click on the Save option.

IMPORTANT

  • If your Shopify account is not the admin account, you’ll need Product Permissions. To learn more about Shopify User Permissions, click here.
  • You can only connect to one Shopify store at a time. Using the Change Store option removes any previous store products.
  • The Shopify product details are automatically filled with the information provided by Shopify. Therefore, any details changed in Benchmark will not update in Shopify.
  • If a product has already been selected for an email or landing page and is later updated in Shopify, the product details will not automatically update in Benchmark.
  • Archived products will not show in your Available product list.

SUGGESTION

To learn more about the styling functionalities of the Shopify Product block in the email editor, click here.

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If you have any questions, please contact our support team.