×

Our Company

Learn

User Resources

Get in Touch

Select your language

Benchmark Email Help Center

or chat with:

smart support, our Benchmark Email expert powered by AI

chat now

Knowledge Base Home aero-right Integrations aero-right Integrate Shopify to Benchmark Email

Integrate Shopify to Benchmark Email

Integrations Updated on November 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 Benchmark emails or landing pages.

You’ll first need to create an app in Shopify to integrate your Shopify store with Benchmark. The app will allow Benchmark to access your Shopify customers and product information.

SUGGESTION

Upload your Shopify products in emails and landing pages to boost your business and drive sales. Use the Shopify Product block to create beautifully styled displays that captivate your audience.

Learn More

Topics covered in this article:

Before getting started, please review the following:

  • Verify Your Benchmark Plan:
    • Your Benchmark Email account needs sufficient contact space to sync new contacts. If you don’t have enough contact space, the connection will fail.
  • Confirm Your Shopify Account:
    • A paid Shopify account is required for the integration.
  • Sync Options:
    • The Shopify Contact List Integration offers two sync options:
      • One-time import will only sync contacts once.
      • Active Sync continuously imports customers as the customer segment grows. If new contact(s) are not visible, refresh your Benchmark Email and Shopify pages. 

Step 1: Create a Shopify App

Connecting your Shopify store to Benchmark is a two-step process. First, you’ll need to create an app for your Shopify store. Second, you’ll use your app’s API credentials to complete the integration in your Benchmark account. If you’ve already created your Shopify app, you can skip to the second step.

How to Create an App in Shopify

Back to the top ↑

Step 2: Integrate Shopify Store to Benchmark

Select the type of integration you want to use below to connect your Shopify store. Please note you can use one Shopify app to access customers and Shopify Products. To use the same Shopify app credentials, ensure the app has permission to read_customers and read_products.

BEFORE GETTING STARTED

To import your Shopify customers or upload your Shopify products, you will need the following details: 

  • Shopify Store Name (This is the “shop-name” portion of https://shop-name.myshopify.com/)
    • If your shop name contains hyphens, make sure to add them to the Shop Name Store. Otherwise, the integration will not work.
  • Shopify App Access Token
  • Shopify App API Key

The steps to create a Shopify App can be located at the beginning of this article.

shopify contacts icon

How to sync your Shopify customers 

To import your Shopify customers, follow the steps below.

  1. Log into your Benchmark account.
  2. Click on your account name at the top right.
  3. From the dropdown menu, select Integrations.
  4. Click on Get Started and 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.
Connecting 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/)
    • 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 and the Access token and save.
 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.
  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 choose an Active Sync, you’ll be taken to the Contact Sync view. 

IMPORTANT

  • The One-time import option does not actively sync. Repeat the integration steps 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.
shopify products icon

Shopify Product Block

To upload your Shopify products, 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

Use the Shopify Product block to create beautifully styled displays that captivate your audience.

Learn More

Back to the top ↑

RELATED ARTICLES

None found

Recent Posts: