Configuration
Here are some more useful details about configuring the app.
Multi-market support
If you have several Shopify stores for each market, you can install the app for each Shopify store and connect each one to a store in Voyado Engage.
If you are using one Shopify store with several markets set up, you can map each market to be connected to a store in Voyado Engage.
Contact types
When you configure the app, you have two options on how to store your customers in Voyado Engage:
Store all customers within contact type “Member“. If a merchants chooses this configuration option, then the consent “hasAccount“ will seperate guests and account holders.
Store account holders as "Member" and guests as “Contact“.
Shopify will store a contact's shopifyId in the externalId field the Engage contact.
If you have chosen to work with two contact types, the app will automatically upgrade an already existing “Contact” to type “Member” when creating an account.
Newsletter subscribers
If a merchant is using the native Shopify theme-block for collecting subscribers, then these will be synced to Engage.
If the merchant is using a third-party platform, then they will need to either connect that platform with Voyado Engage OR change that platform to one which already has an integration to Engage, such as Redeal or Triggerbee.
Contact types and loyalty
If a you are using loyalty and granting reward points, how those points are collected (or not) depends on how your contact types have been set up.
If you've chosen to make everyone contact type "Member" then everyone can collect points.
If you've chosen to use both "Member" and "Contact" then only Members can collect points.
In both situations you can exclude certain Members from reward points by setting up a filter in the Rewards module. This needs to be done by your Voyado team, so contact them for help.
Displaying loyalty data
There is a specific Engage theme block available in Shopify. It will be populated with a contact's loyalty data if they have logged in or if they've entered the site through an email sendout (soft-identification), allowing them to be identified.
This theme-block displays:
Available promotions
Available vouchers
Reward point balance
Member level
Note
Theme block functionality in the Voyado Engage app will be further developed to support multiple theme blocks, each one displaying a specific combination (or just one) of these values.
How are receipts synced to Voyado?
Receipts for purchase are synced for both account holders (Member) and guests (Contact). In the app settings you can choose if this happens at the order confirmation stage or at the order fullfillment stage.
Receipts for returns are synced to Engage when a refund is registered in Shopify. Only the products that have been refunded will be sent to Engage, not the whole order.
Transactional communication
Important
Discounted products in Shopify are not defined as discounted in the payload that we receive when triggering the transactional emails. This means that we can't visualize the discount in the emails.
These states will trigger transactional communication through Engage:
Order confirmed
Order fulfilled
Order cancelled
Order refunded
Receipts for returns are synced to Engage when a refund is registered in Shopify. Only the products that have been refunded will be sent to Engage, not the whole order.
Multi-channel promotions
Caution
Version 1 of the Voyado Engage app supports displaying and redeeming promotions. There is no logic yet that validates if the Engage promotion is connected to a personal discount but this will be addressed in version 2.
The price logic of the promotion exists in Shopify and so the discount is created there. On the Engage side, you create a multichannel-promotion and enter the discount code defined in Shopify as the external code field in Engage. See here for more details.
When a contact logs into their account, the app will identify them and generate discounts in Shopify based on their available promotions in Engage. The theme block will show the contact what discount codes they have available and they will be able to use those in the discount code field during checkout.
Reward vouchers
Caution
Version 1 of the Voyado Engage app supports displaying and redeeming promotions. There is no logic yet for automatically generating discounts based on the vouchers in Engage, but this will be addressed in version 2.
When a contact logs into their account, the app will identify them and generate discounts in Shopify based on their available reward vouchers in Engage. The theme block will display the IDs of vouchers available and the contact will be able to use those in the discount code field during checkout.