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Voyado Customer Engagement uses a third-party service called Svix as a “Webhooks as a Service” platform. This keeps your Shopify account in sync with any changes made to a customer’s marketing preferences for email, postal and SMS communication.
Because “Svix“ is a third-party service, an agreement must be signed before you can use this feature in Voyado Customer Engagement. Reach out to your Voyado team and they will help you.
Before you can complete the setup for this service, you’ll need an encryption key. Contact your Voyado team to get this. If you are already live with the Voyado Customer Engagement app for Shopify, you must make sure that all marketing preferences are currently in sync between Customer Engagement and Shopify before you activate this webhooks feature. Otherwise there is a risk of overriding the correct opt-in/out status in Customer Engagement.

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How it works

Svix is used to dispatch events from Customer Engagement to a POST endpoint hosted by the Voyado Customer Engagement app.

Read more about this service

Here is an example of the workflow from Customer Engagement to Shopify:
Workflow from Customer Engagement to Shopify
  1. The customer opts-out from email marketing through an email sent to them from Voyado Customer Engagement.
  2. The change in their preferences triggers an encrypted event to Svix.
  3. Svix passes the event to the Voyado Customer Engagement app, where it is placed in a queue.
  4. The app decrypts the event payload and updates the customer’s preferences in Shopify

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Prerequisites

There are some prerequisites before this will work:
  • The “Webhooks” module need to be enabled in Customer Engagement
  • You need to have permissions to access the “Webhooks Dashboard“.
  • You will have received a 32 character encryption key from your Voyado team
  • You’ve made sure that all customers marketing preferences are in sync between Shopify and Customer Engagement

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Setting it up

Here are the steps to follow:
  1. Enter the Voyado app for Shopify.
  2. Go to “Settings“ and scroll down to the section “Synchronize marketing preferences“.
  3. Enable the functionality by checking the box “Enable“. A “Webhook URL“ and an “Encryption key“ field appear.
  4. Input your Encryption key and select “Save”.
Setup in Shopify app

Setup in Shopify app

  1. Copy the webhook URL to your clipboard.
  2. Login into Voyado Customer Engagement and go to the “Webhooks Dashboard” in the Administration menu.
  3. In the top right corner, select “Add endpoint“.
  4. Paste in the webhook URL in the “Endpoint URL” field.
  5. Enable the eventscontact.acceptsEmail.changedandcontact.acceptsSms.changedunder the section “Message Filtering”.
  6. Select “Create“ and you are good to go!
Message Filtering

Message Filtering

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Email marketing options “Preselected“

Voyado does not recommend using Shopify’s “Preselected“ opt-in mode. Once a customer has opted in, Shopify may keep them opted in even if they clear the checkbox at a later checkout, which leads to inconsistent consent states between the two systems. See Sync of email marketing preferences for the full explanation.
If you nonetheless have Email Marketing options set to “Preselected“ in your Shopify Checkout settings, you must enable the separate setting “Synchronize all marketing preference changes from Shopify orders (specified in checkout) to Customer Engagement“. Without it, the consent your customers give in the checkout will not reach Customer Engagement.
Marketing options set to Preselected

Marketing options set to Preselected

Now press “Save” and you’re done.
Press Save

Press Save