Configuration guide

Here are the steps in configuring the Shopify app for Voyado Engage.

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1 - Install the app

In Shopify Admin, go to Apps → Shopify App Store.

1. Search for Voyado Engage.
2. Click Add app and complete the installation.

You will need an Engage account to proceed. Choose the option that applies to you:

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2 - Connect Shopify to Engage

In Shopify, open Apps → Voyado Engage → Settings.

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Voyado API Domain

Under Engage account connection, fill in Voyado API Domain:

• Production: https://[tenant].voyado.com
• Staging: https://[tenant].staging.voyado.com

Replacing [tenant] with your Engage tenant name.

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Voyado API Key

Generate this in Config Hub inside your Engage environment (API key for the Shopify app).

1. Click Connect.
2. Verify that a confirmation panel appears showing the connected Engage URL.

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Changing environment

If you need to change which Engage environment your Shopify app is connected to, you can:

1. Go to Settings and then Disconnect
2. Enter a new API Domain and API Key
3. Press Connect again

All app configuration (mappings, toggles, and so on) will be retained when you disconnect/reconnect

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3 - Map countries to stores

Now you will map your countries in Shopify to stores in Engage. The store -> country mapping determines which Engage store that each Shopify customer and order belongs to. This is critical for segmentation and reporting. To do this:

1. In Shopify, open Voyado Engage → Settings → Voyado Store to Country Mapping.
2. Click Add mapping.
3. For Mapping type, choose Shipping country.
4. For Voyado Store, pick the Engage store (type ECOMM) which will handle that shipping country.
5. For Shipping country, select the corresponding country from Shopify.
6. Repeat these steps for each market you sell to.
7. Set a Rest of the world fallback store (mandatory) for customers with unmapped or missing country.

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4 - Contact synchronization

Now you will determine how customers from Shopify are created as contacts in Engage. Open Voyado Engage → Settings → Contact synchronization in the app.

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Identification method

Pick Customer identification method:

• Identify by email only (recommended) - lookups only by email (this is unique in Engage).
• Email first, then phone number - only if you’re okay with the risk of non-unique phone numbers.
• Phone number first, then email - the least recommended option.

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Contact type

Choose Customer contact type:

• Create everyone as Member (recommended) - Ths means all Shopify customers will be stored as Members in Engage.
• Both Contact and Member - Not recommended with Shopify’s New Customer Accounts, because all new customers will effectively end up as Contacts.

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5 - Orders to receipts

This determines when orders in Shopify will be sent to Engage to become transactions / receipts. Do this:

1. In the Voyado Engage app, go to Settings → Receipt sync stage (wording may vary slightly).
2. Choose when an order should be stored as a Receipt in Engage, either:
   • When Order is Unfulfilled
   • When Order is Fulfilled.

Once a receipt is created, it can be used for segmentation and point calculations and shown on dashboards in Engage.

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6 - Order notifications

This determines how transactional emails are sent from Engage.

1. In Engage, prepare your automation workflows and email templates for:
   • Order confirmation
   • Order shipped / partially shipped
   • Order cancelled
   • Order refunded
2. In Shopify, for Shopify Plus stores, disable Shopify’s native transactional emails (where allowed) so customers don’t get duplicates.
3. In the Voyado app Settings, enable Order notifications (name might vary slightly) so Shopify events trigger Engage automations with mapped order data.

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7 - Back in stock sync

This keeps the inventory levels synced from Shopify to Engage, allowing back-in-stock functionality to work.

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Prerequisites

Before you start configuring this in Shopify, make sure the following are in place in Engage:

• Product feed connected and active - Your Shopify product feed must be imported into Engage and updating regularly.
• Back in stock module enabled - The Back-in-Stock feature must be activated in the Engage tenant.
• Back in stock email/SMS template ready - There is at least one template (usually email) that can be used for the notification.
• All relevant products exist in the feed - If a product isn’t in the feed, Voyado can’t send Back-in-Stock notifications for it.

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Inventory Sync

Do this in the Shopify app:

1. In Shopify Admin, go to Apps → Voyado Engage.
2. Open the app and go to Settings.
3. Find the toggle for Inventory Sync and turn it “ON”.
4. Make sure the locations that handle online orders are included in the stock levels that are synced (meaning, the same locations Shopify uses for your online store).

This step ensures that when stock levels change in Shopify, Engage is updated and knows when to trigger notifications.

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8 - Soft ID Detect App Embed

To enable this in Shopify:

1. In Shopify Admin, go to Apps → Voyado Engage.
2. Click View app embed
3. In the App Embed view, enable the toggle:
   • Soft ID Detect App Embed
4. Click Save in the top right corner.

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9 - Soft ID decrypt key

Here you’ll configure the soft identification decrypt key. This key is required for Shopify to decrypt the identifier coming from Engage-generated email links.

1. Login to Voyado Engage.
2. Go to Administration -> Configure Engage
3. Open Soft identification section
4. Copy the Encryption key (for the correct environment, usually production)
5. Go back to Shopify admin -> Apps -> Voyado Engage
6. Paste the key into Soft identification decrypt key

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10 - Web pixel tracking

Web pixel tracking is used in abandoned cart, abandoned browse and products of interest. Before you start configuring this in Shopify, make sure the following are in place in Engage:

• Your Shopify product feed must be imported into Engage and updated regularly
• The Soft ID Detect App Embed must be active (see step 8 above for details)

Now follow these steps:

1. In Shopify, open Voyado Engage → Settings → Web Pixel Tracking.
2. Enable Enable cart tracking for abandoned cart flows.
3. Enable Enable identification of customers by email at checkout (and also Create a customer in Engage if their email is not found if you want auto-creation to function).
4. Enable Enable product view tracking for products of interest / abandoned browse.
5. Confirm that the environment configured (production or staging) matches your Engage API domain.

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11 - Loyalty & promotions

Now you will decide how loyalty and promotions are shown in the storefront by configuring theme blocks and checkout appearance.

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App theme block

1. In Shopify Admin, open Voyado Engage and select Customize theme in the app.
2. In the Theme Editor, click Add section → Apps → Voyado
3. Insert the Loyalty / Promotions block where you want it (for example, My account).
4. Now save the theme.

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Vouchers & promotions

In Shopify:

1. Go to Voyado Engage → Settings
2. Enable Promotion sync (for multichannel promotions from Engage)
3. Enable Loyalty voucher sync (for reward vouchers from Engage)
4. Enable Combination options and choose whether a voucher can be combined with:

• Product discounts
• Order discounts
• Free shipping discounts

In Engage:

1. Set up Reward vouchers (from points) as needed.
2. For promotions, make sure the External promotion code exactly matches a discount code in Shopify

Learn about vouchers in Engage

Learn about promotions in Engage

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Loyalty checkout extension

If you’re on Shopify Plus:

1. Go to Settings → Checkout → Customize.
2. Add the Loyalty Checkout Extension (usually near the discount code field).
3. Configure whether to require login in order to show offers.
4. Configure label overrides (optional).
5. Configure whether you show promotions, vouchers, or both (depends on which sync toggles are on).

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12 - Data import

In this step you will be importing existing customers and orders. If you’re onboarding an existing Shopify store, run these imports so that Engage starts with the full customer history. In Shopify, open Voyado Engage app → Data Import.

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Import customers

1. Choose Import customer data and click Submit.
2. All Shopify customers (including Shopify POS) are created in Engage if they don’t exist.
3. If they do exist, the app just fetches their contactId and stores it in Shopify for future linking.

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Import orders

1. In the same screen, choose the date range (Start date / End date) for orders you want to migrate.
2. Click Submit to import orders.
3. Orders are imported only when their customer already exists in Engage (hence customers first).