Shopify is one of the most popular commerce platforms on the web, and you can directly integrate it with your ConvertKit account!
Connect to Shopify
Go to Automations → Integrations in your ConvertKit account. then select Shopify.
Enter your Shopify URL. For our test store we used convertkit2.myshopify.com.
Note: Your Shopify URL will be example.myshopify.com. Refer to your Shopify account to find your unique url.
Click the Authorize button to connect to your store.
An authentication popup will appear. Select "Install ConvertKit".
The popup will close. Click Next.
And you're done! It's time to make a visual automation and make use of this new integration.
Create an Automation for Your Products
Now we're going to actually do something with this new integration. To get started, go to automations and click the New Automation button.
Then select "Create Automation" to create an entry point for your automation and select "Any Product" (or a specific product if you prefer).
Note: If you don't see your products or have questions about the Purchase feature, click here to see the Purchases Setup and FAQ.
From there you can add customers to Sequences, and/or Tags, to create the perfect post-purchase experience.
The 'Shopify-No Marketing' Tag
Buyers who opt-out of marketing in Shopify will have that preference preserved in ConvertKit. We will tag every subscriber that is passed from Shopify to ConvertKit with the 'Shopify-No Marketing' tag, unless they have checked the box in Shopify to allow marketing emails:
You can then exclude these subscribers from future emails using that tag.
Please note that if an existing subscriber makes a purchase on your Shopify store, and doesn't check that box, then they too will receive the 'Shopify-No Marketing' tag. You may want to identify such subscribers so that you don't also exclude them, since they were already a consenting, confirmed subscriber on your email list.
You can do this as follows:
- Tag all subscribers on your list using a bulk action (e.g. 'Existing Subscriber')
- Create a segment including everyone who has the 'Shopify-No Marketing' tag, but excluding those who have the 'Existing Subscriber' tag, as follows:
This way, that segment will only include the subscribers who have the 'Shopify-No Marketing' tag, but who were not already an existing subscriber on your list prior to that. You can then use that segment as the exclusion basis for your future emails.
Integrate with Shopify's Newsletter Feature
You can integrate the Shopify newsletter feature with ConvertKit using Zapier. When someone signs up for your Shopify newsletter, it will create that email address as a New Customer. That is the trigger you can use to transfer that email address to ConvertKit!