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Voyado Engage

Shopify

To set up the Voyado Engage app in Shopify you will need the following:

  • A Voyado Engage account

  • Your Engage base-url and API-key (ask your Voyado team)

  • A Shopify account

Then just follow the steps below.

1. Account connection

The first step is to input the base-url and API-key, which connects your Voyado Engage account to Shopify.

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2. Store and country mapping

The next step is to map countries to your stores. All end-users in Shopify will have a country to which they “belong“, which depends on the store front or market they signed up with or placed their order from. This will help you as a merchant track where your customers sign up and place their orders.

A fallback function can also be set for any countries that have not been explicity mapped here (meaning the rest of the world).

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3. Customer identification method

Choose which identifier you want to use when looking up a customer in Voyado Engage.

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4. Customer Contact Type

In this section, you’ll decide how to store Account holders and Guest customers. By selecting the first option “Contact“ you allow both contact type Contact (Guest customers) and Member (Account holders). By selecting the second option “Member“ all customers will be given contact type Member.

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5. Receipt sync stage

Here you select when an order will be stored as a receipt in Engage. This will either be at the order confirmation stage or when the order has actually been fulfilled.

Note

You can only use an order in a segmentation when it has been stored as a receipt.

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6. Voyado email confirmations

Enabling this setting will trigger transactional communication through Engage, such as Order confirmation, Order fulfillment, Order cancelled and Order refunded.

Note: You need to set up your marketing automations and email templates in Engage before sending these notifications through the Engage platform. You also need to disable these emails being sent from Shopify (Settings > Notifications) to prevent sending duplicates.

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7. Voyado group currency

The currency you enter here needs to match the group currency set up in your Engage environment. Doing this will convert and store all monetary values within the order using the correct conversion rate.

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8. Promotions & Loyalty App Block

Embed your Engage app block with your theme. By selecting “Customize theme”, you can embed the app block in all pages apart from the checkout page. The app block will be populated with loyalty data fetched from Engage when your customers identify themselves on-site.

Note: Your Shopify theme needs to support app blocks.

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9. Soft Identification Embed Block

If you want the app to identify the customers who have entered your site through an email sent out from Engage, you can enable this embed block by clicking on “View App Embed“ and enabling the “Soft ID Detect App Embed”.

Note: This will populate the app block with loyalty data upon identification.

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10. Voyado Soft ID Decrypt Key

For the previous step to work, you need to input your encryption key provided by your Voyado team.

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11. Loyalty area fallback content

In this section you can add fallback content to the app block if the customer has been identified through an email link but hasn’t signed in yet. This will allow you to prompt the customer to sign in, allowing them to use their personal discounts and redeem them in Engage.

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