Deeper knowledge

Here is some more useful information about the integration.

​

Multi location support

If you have several Shopify locations you can install the app for each store and connect your Shopify store to a store in Voyado Customer Engagement.

​

Contacts sync

All contacts who have signed up in the Shopify POS app will be created in Customer Engagement as contact type “Member” regardless of the settings chosen for contact types in the app configuration in Shopify. Already existing contacts of type “Contact” will be changed to “Member” when their details are updated in the POS app.

​

Receipts sync

Receipts are synced to Customer Engagement for every purchase made in the Shopify POS as soon as the order is fulfilled. Return receipts are sent when a refund is registered in Shopify. Only products that have been refunded will be sent to Customer Engagement, not the whole order.

​

Recruited-in store

Shopify does not send a recruited-in store when a customer is created. Instead, the recruited-in store in Customer Engagement is set from the store that is listed on the customer’s first transaction to be received.

​

Contacts and loyalty

Since all contacts are of type “Member” if you want to exclude some contacts from collecting reward points in Customer Engagement on their purchases, you can do so by setting up a filter in the Rewards module. This needs to be done by your Voyado team, so contact them for help.

​

Sync of transactions (receipts)

Receipts are synced to Customer Engagement for all identified purchases in the Shopify POS as soon as an the order is fulfilled. Return receipts are synced to Customer Engagement when a refund is registered in Shopify. Only products that have been refunded will be sent to Voyado, not the whole order.

​

Transactional communication

Discounted products in Shopify are not defined as discounted in the payload received by Customer Engagement when triggering transactional emails. This means that discounts can’t be indicated in emails. These states will trigger a transactional communication from Customer Engagement:

• Order confirmed
• Order fulfilled
• Order partially fulfilled
• Order cancelled
• Order refunded

Receipts for returns are synced to Customer Engagement when a refund is registered in Shopify. Only the products that have been refunded will be sent to Customer Engagement, not the whole order. The state “PARTIALLY_FULFILLED” is used when, for example, two product are part of a purchase, and both are not sent to the customer at the same time. Then a transactional email can be triggered for only the item that has been fulfilled. Once the second item is fulfilled, the state of the transaction becomes “FULFILLED”, triggering another transactional email if needed, and the receipt can then be sent to the /receipts endpoint. Here you can see the various states of an order:

​

External reference

The shopifyId will be stored in the externalId field for the contact in Customer Engagement.

​

Preferences / consents

The Shopify POS app sets the accepts-email and accepts-SMS flags when the customer is created in Customer Engagement, based on their existing preferences. For example, if the customer signs up in-store without setting any consent, the accepts-email flag will be set to “false” in Customer Engagement, since they haven’t opted into marketing. If they opt in for newsletter on creation, the accepts-email flag will be set to “true” in Customer Engagement.