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Here you’ll learn how to integrate and manage promotions between Shopify and Voyado Engage. This allows you to synchronize promotional campaigns, enhancing customer engagement and loyalty. Before integrating promotions, ensure the following:
  • The Voyado Engage app should be installed and connected to your Shopify store
  • An API key must have been generated in Engage to allow secure communication
  • The Promotions module must be active in your Engage environment (ask your Voyado AM)
A customer’s promotions are only synced when they visit a page containing the Promotions & Loyalty app theme bapp theme block. For example, if the app block is placed on the My Account page, promotions will only sync when the customer visits that page. To ensure proper syncing, add the app block to all necessary locations on your Shopify site wherever promotions are to be updated.
And here are some things to keep in mind:
If a customer has used a promotion and that specific promotion is assigned again, Engage will not be able to re-sync it. This happens because both the redeemed and active external codes are required in the Engage API.
Shopify cannot distinguish two promotions that share an external code. Using the code redeems both promotions in Shopify, though not necessarily both in Engage, and the customer cannot use the code a second time because Shopify has already marked it used. Give each promotion its own external codShopify cannot distinguish two promotions that share an external code. Using the code redeems both promotions in Shopify, though not necessarily both in Engage, and the customer cannot use the code a second time because Shopify has already marked it used. Give each promotion its own external code.
Promotions are fetched from Engage when the customer visits a page containing the app theme block, or through the Checkout Extension. However, it is possible for a customer to use a promotion without being logged in. If an offer is already synced to Shopify and the offer is redeemed from another source outside Shopify, it could theoretically be reused within Shopify.

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Enabling promotions sync

To enable the syncing of promotions between the Shopify app and Engage:
1

Access app settings

  • Log into your Shopify admin panel
  • Navigate to Apps and select the Voyado Engage app
2

Configure promotions sync

Within the app settings, locate and enable the Promotion Sync option.

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Creating discounts in Shopify

Due to a recent Shopify update, you must now select a customer segment before you can save the discuont. Before Voyado would automatically create a segment and assign it to the discount matching discount code with external promotion code in Voyado.Due to this change the segment must be created manually. Using the query stated in the steps.
1

Navigate to segments

  • In Shopify customers, go to segments, Click, create segment
2

Create a segment

  • Input query metafields.voyado.syncedPromotions CONTAINS ‘[[discount code]]’ where Discount Code is the unique code which will link the Shopify discount to the Engage promotion.
  • Click save segment.
3

Navigate to Discounts

  • In Shopify Admin, go to Discounts.
4

Create discount

  • Click Create Discount
  • Choose discount type (Amount of products, Buy X get Y, Amount of order, Free shipping)
  • Define the discount details, including value, applicability, and usage limits
5

Set Discount Code

  • Assign a unique Discount Code which will link the Shopify discount to the Engage promotion
6

Assign segment to discount

  • Click Eligibility
  • Choose the segment created in previously step
7

Save Discount

  • After configuring, click Save to create the discount in Shopify

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Creating promotions in Engage

1

Access Promotions

  • Log into Engage and navigate to the Promotions section
2

Create New Promotion

  • Click Create Promotion and enter promotion details
  • Tick the Can be used online box
3

Assign External Identifier

  • Locate the External Promotion Code field
  • Enter the exact Discount Code used in Shopify to ensure synchronization
  • Enter a Title and Description in the Presentation section. These details will then appear in the checkout extension app block.
Multilingual support is not available so you’ll need to create and assign separate promotions for each language.
4

Save the promotion

Press “Save” and you’re done.

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Assigning promotion

You will assign the promotion to customers as follows:
1

Activate the promotion

In Engage, activate the promotion
2

Assign the promotion

Assign it to selected customers, either manually or via an automation

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Redeeming promotion

Redeeming a promotion happens as follows:
1

Apply Discount Code

Customers can enter the assigned Discount Code during checkout in Shopify.
2

Validation

Shopify validates the code, and if eligible, applies the discount to the order.
3

Order Completion

The customer completes the purchase with the applied promotion.
4

Promotion redemption

Purchase is completed and promotion is marked as “redeemed” in Engage.

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Testing and troubleshooting

Testing promotions:
  • Create test promotions and conduct trial purchases to verify the integration’s functionality
Troubleshooting issues: If promotions aren’t applying correctly then:
  • Verify the Discount Code in Shopify matches the External Identifier in Engage
  • Ensure the Promotion Sync setting is enabled in the Shopify app
  • Confirm Promotions & Loyalty App block is placed on all necessary pages to trigger syncing