Need a hand? We've got you covered.

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

How to Integrate Benchmark With Shopify

Integrations Updated on February 16, 2022

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.

Topics covered in this article:

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.

 


 

 

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 button.

  1. In the popup, enter an App name and select an App developer email from the dropdown menu.

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.

 

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.

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.

 

Back to the top


 

shopify contacts icon

How to import your Shopify contacts

 

Before integrating your accounts, ensure that your Benchmark account is on the right plan to add new contacts. You should also have a paid Shopify account; otherwise, the connection will fail.

  1. Log into your Benchmark account.
  2. Click on your account name at the top right.
  3. From the dropdown menu, select Integrations.
  4. Scroll to the bottom of the page, click on Get Started.

  1. At the bottom of the page, click on Shopify, 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.

 

shopify store name

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

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.

 

  1. Select one of your default Shopify contacts list or a saved search; saved searches are queries that represent a group of your Shopify customers. Your Shopify customer groups 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

shopify-customer-list-options

 

  1. Next, select the contact list where the Shopify customers will import, and click Save & Next. You can choose an existing list or create a new list.
  2. Map the fields of the list with details to be pulled from Shopify.
  3. Click on save and next, and the integration is now set up.

Important

  • The final number of imported contacts may be less than the projected number due to the filtering of certain emails. For example, Benchmark Email removes role-based emails, duplicates, unsubscribed, and blocked domains. To learn more, click here.
  • This integration offers a one-time import, and if you need to import more contacts at a later time, you will have to repeat the steps above. However, when you go to import again, you can choose the previous connection or create a new one.
  • 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.

 

Back to the top


 

 

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.

shopify store name

  1. Shopify API Key
  2. Shopify Access Token

 

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.

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

Back to the top

 


If you still need help integrating your Shopify account with Benchmark, please contact us via Email, LiveChat, or Phone.


Did this answer your questions?
You already voted!