Integrations
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      2. Integrations

      Integrating SlickText with Shopify

      SlickText’s integration with Shopify allows you to more effectively grow your contact list and send highly targeted messages that help you win customers and increase revenue. With the integration, you can opt in customers for SMS marketing at checkout, or use a customizable Popup that launches on your store’s website. Once contacts are opted in, you can segment them based on customer behavior to send targeted campaigns, enroll them in custom workflow journeys, and even automatically send order-based messaging when a customer abandons their cart or their order status changes.

      SlickText’s analytics give powerful insights into messaging performance with metrics like the number of orders, total revenue and average order value. 


      In this article:


      Connecting your SlickText and Shopify Accounts

      Onsite Tracking

      Syncing Contact Data from Shopify to SlickText

      New Contact Lists

      Syncing Contact Data from SlickText to Shopify

      Mapping Contact Fields

      Shopify Workflow Objects and Templates

      Tracking Shopify Revenue In SlickText


      Before We Begin

      Integrating SlickText and Shopify requires you to have an account with both platforms. Additional setup may also be required in the Checkout Settings for your Shopify store if SMS marketing is not selected under the Marketing Options. It’s also important to check out your brand’s ecommerce settings, where abandoned cart and revenue attribution settings can be customized. All abandoned cart workflows and revenue performance dashboards will reflect these settings. 


      Connecting your SlickText And Shopify Accounts

      Before you can sync contacts from SlickText to Shopify, you’ll need to give SlickText permission to access your Shopify account.

      1. From the Dashboard, click on your name in the bottom left corner and choose Settings. 
      2. On the Settings page, click on Integrations.
      3. Scroll through the list of integrations and click on Shopify.
      4. In the top right corner of the page, click the Install button.
      5. Enter your Shopify store’s URL and click the Install. 
      6. You will be redirected to Shopify. Click Install to give Shopify permission to install the integration.
      7. You can now configure the Integration Settings, which you can learn more about below.  

      Onsite Tracking

      When SlickText’s Shopify integration is installed on your Shopify store, the SlickText Tag is installed automatically, but it may need to be enabled in your online store theme’s App Embeds settings. The SlickText Tag is a lightweight snippet of code that tracks website behavior, browsing activity, cart abandonment, and powers online forms such as popups. It also enables the ability to track revenue generated from your campaigns and workflows.

      If you see a green box that says The SlickText Tag is enabled on your website and is collecting data, you’re good to go.

      If you see a message that says The SlickText Tag on your website is disabled, then:

      1. Click where it says You can enable it by clicking here.
      2. Once you’re redirected to Shopify, click on the switch next to SlickText Tag, then click Save.
      3. Go back to the integration settings for Shopify in SlickText and click refresh if it has not done so automatically.
      4. It should now say The SlickText Tag is enabled on your website and is collecting data, which means it was enabled successfully.

       

      Note:

      Once the SlickText Tag is enabled, any SlickText Popups you have created will be eligible to launch on the Shopify store, based on the popup’s behavior and targeting settings, which you can learn more about in our Help Center article about creating popups. 

      Syncing Contact Data from Shopify to SlickText

      In this section, you’ll select a behavior for when contact changes are coming from Shopify to SlickText.

      • Create new contacts and update existing ones in SlickText: When a customer provides their mobile phone number and SMS marketing consent at checkout, a new contact will be created in SlickText. When changes are made to contact fields in Shopify, those changes will overwrite the corresponding contacts’ existing data in SlickText.
      • Update existing SlickText contacts only: When changes are made to contact fields in Shopify, those changes will overwrite data for corresponding contacts in SlickText. This will only affect Shopify contacts with a mobile phone number that matches a SlickText contact. New contacts created in Shopify will not automatically be created in SlickText.
      • Don’t do anything: When changes are made to contacts in Shopify, nothing happens in SlickText.

      New Contact Lists

      This is where you will choose one or more lists to add contacts to when their opt-in is captured during checkout on Shopify.

      Syncing Contact Data from SlickText to Shopify

      In this section, you’ll select a behavior for when contact changes are coming from SlickText to Shopify.

      • Create new contacts and update existing ones in Shopify: When a new contact with an email address is created in SlickText, a new contact will be created in Shopify. When changes are made to contact fields in SlickText, those changes will overwrite the corresponding contacts’ existing data in Shopify. 
      • Update existing Shopify contacts only: When changes are made to contact fields in SlickText, those changes will overwrite data for corresponding contacts in Shopify. This will only affect SlickText contacts with an email address that matches a Shopify contact. New contacts created in SlickText will not be created in Shopify.
      • Don’t do anything: When changes are made to contact fields in SlickText, nothing happens in Shopify.

      Mapping Contact Fields

      Once you have the integration installed, SlickText will automatically map the following fields to Shopify if the fields are populated with data in SlickText:

      • Email
      • Mobile Phone Number
      • Address
      • City
      • First Name
      • Last Name 
      • Postal Code
      • State/Province

      Additional Shopify fields like Orders Count, Total Spent, Note, and Tags can be configured to sync with SlickText. 

       

      Note:

      Before these fields can sync with Shopify based on the settings outlined above, they will need to be created as Custom Fields in SlickText.

       

      If you don’t see a field you need to sync in SlickText:

      1. Open up another browser tab and create a Custom Field.
      2. Go back to your Shopify integration settings and click Refresh Fields.
      3. Select the new custom field and the Shopify field you want to sync it to. 

      Shopify Workflow Objects and Templates

      Once the Shopify integration is installed, special workflow objects will become available.

      Click here to learn more about Shopify integration objects.

      Click here to learn more about Shopify integration workflow templates.

      Tracking Shopify Revenue In SlickText

      Once you've sent campaigns or activated workflows that have trackable links to your Shopify store, revenue performance metrics will become available in Analytics. You will be able to track metrics like the total number of orders, total revenue and average order value related to the campaign.

      To access these dashboards, click on Analytics on the left side of the page to expand the list of dashboards, then choose either Campaigns or Workflows. To learn more about customizing these dashboards, check out our Help center article about Navigating SlickText’s Reports and Analytics.