For the installation, Use this reference video.
Log in to your Shopify store account and Click on “Settings” on the left-side menu.
From the popup, select 'Apps and sales channels'. On the Apps page, click on “Develop Apps” next to the Shopify App Store button.
Next, Click on the button to 'Allow Custom App Development'.
Read warnings and terms and click on 'Allow Custom app development'.
Then Click on 'Create an App'. You can access licenses and terms of use below the button.
For the App Name, type in “SocialLadder.” The App Developer field should automatically populate with the Shopify account you are logged in as
Once the app is created, you will land on the Overview screen. Here you can configure the Admin API and the Storefront API. We are going to start with configuring the Admin API scopes - go ahead and click on the button shown in the screenshot below.
Under the Admin API Access Scope section, use the search bar to find the sections below and enable “Read” access. (Screenshot below for reference)
Product
Under the Admin API Access Scope section, search for the following sections and enable “Read and Write” access. (Screenshot below for reference)
Discounts
Pricing Rules
Customers
Orders
Once you are done, click the save button on the top right. The permissions should look like the following when you are done:
Storing keys
After the Admin API has been configured, go back to the Overview page and click on “Install App”
Once the App is installed, you will land on the API credentials page. Make sure you copy these API keys and provide them to your SocialLadder Implementation Representative.
The Admin API Access Token can only be revealed once. Make sure you copy and save it to a safe place
You will need to also copy the API Key and Secret Key
Discount Code Creation Steps For Price Rule ID in SocialLadder
Complete this step only if you're supplying discount codes to ambassadors; feel free to skip it if that doesn't apply to your situation.
Close out of the "Settings" window, click on the "Discounts" tab --> "Create Discount", and select "Discount Code" to create your "Discount Code" or "Pricing Rule" associated with your program's codes.
Creating the Pricing Rule allows you to configure options that define how the code applies when used -- ex. discount off the entire order, the $ or % off when applied, if it only applies to a new customer and/or returning customer, etc.
2. After this rule is created, it will show up in the list as shown below. The example here is the TENOFF pricing rule. You can create whatever discount you would like to offer through the ambassador referral links on this page!
3. Once the pricing rule is created, click on it to access the ID in the URL. This ID is what needs to get sent to SocialLadder to finish setting up the discount rule on the platform. When SocialLadder creates a new code, we send a message to Shopify with our integration and tell it to create a discount code using this rule. This will create a new code under the TENOFF pricing rule. See the screenshot below for the ID in the URL, as well as how many codes are currently created and how to view all codes.
4. Click on “View All Codes” from this page. You will see a list of all the individual codes that were created under this Pricing Rule. Each time a new ambassador requests a code in SocialLadder, that code will be added to this list under the appropriate pricing rule.
Providing Your Implementation Specialist With Credentials
To finish your setup, please provide your SocialLadder contact with:
API Key (see step 6)
API Key Password (see step 6)
Pricing Rule ID & Discount Percentage (see step 3 under "Discount Code Creation Steps For Price Rule ID in SocialLadder")
Default Shipping Method (Typically your free shipping option as this would be the shipping method attached to any rewards redeemed by your ambassadors, this is NOT the shipping method connected to orders placed through ambassador links. Please copy and paste the exact method as this setting is case sensitive)
myshopify Direct Link (link to your online store) - ex. sl-shopify-test-event-11-20.myshopify.com
This can be found by going to "Online Store" under "Sales channels", then clicking "View your store". The direct link will be shown in the URL address.
Once we have this data, we can integrate your Shopify store with the SocialLadder app.