Set up the Engage app in a Shopify store

The integration between Shopify and Voyado Engage exists as an app in the Shopify app store. This article explains how to set it up.

Installing

In the Shopify App Store, search for the Voyado Engage app. Select Add app to install it.

When the app is installed, you’re asked to connect it to your Voyado Engage account.

If you don't have a Voyado Engage account, enter your company name and company number and press Submit. You’re then instructed to wait until a Voyado representative gets in touch with you.

If you already have a Voyado account, continue to the Setup below.

Setup

1. Account connection

The first step is to input the base URL and API key, provided by your Voyado team. The app then confirms that a connection can be made to Engage. If this is successful, you continue to the next step.

2. Store and country mapping

Now you need to map countries to your stores. All end-users in Shopify (your customers) has a country to which they “belong“, depending on the store front or market they signed up with or placed their order from. This data helps you as a retailer to track where your customers sign up and place their orders.

A fallback function can be set for any countries not explicitly mapped here.

3. Customer identification method

Choose which identifier you want to use when looking up a customer in Engage.

4. Customer contact type

In this section, you decide how to store account holders and guest customers.

By selecting Contact you allow both contact type Contact (Guest customers) and Member (Account holders). By selecting Member all customers are given contact type Member.

5. Receipt sync stage

Here you select when an order will be stored as a receipt in Engage. This will either be at the order confirmation stage or when the order has actually been fulfilled.

You can only use an order in a segmentation when it has been stored as a receipt.

6. Voyado email confirmations

Enabling this setting triggers transactional communication through Engage, such as Order confirmation, Order fulfillment, Order cancelled and Order refunded.

Note: You need to set up your marketing automations and email templates in Engage before sending these notifications through the Engage platform. You also need to disable these emails being sent from Shopify to prevent sending out duplicates. You can do this under Settings and Voyado email confirmations for the app.

Disabling these emails is only possible for Shopify Plus retailers. Transactional emails from Shopify cannot be disabled for regular Shopify accounts.

The Order confirmation transactional emails cannot be disabled for Shopify Plus admin but only by the Shopify team themselves.

7. Voyado group currency

The currency you enter here needs to match the group currency set up in your Engage environment. Doing this converts and stores all monetary values within the order using the correct conversion rate.

8. Promotions & Loyalty App Block

Embed your Engage app block using your theme. By selecting Customize theme, you can embed the app block in all pages apart from the checkout page. The app block will be populated with loyalty data fetched from Engage when your customers identify themselves on-site.

Note: For this, the Shopify theme you're using needs to support app blocks.

9. Soft Identification Embed Block
If you want the app to identify the customers who have entered your site through an email sent out from Engage, you can enable this embed block by clicking on View App Embed and enabling the Soft ID Detect App Embed.

Note: This will populate the app block with loyalty data upon identification.

10. Voyado Soft ID Decrypt Key

For the previous step to work, you need to input your encryption key provided by your Voyado team.

11. Loyalty area fallback content

In this section you can add fallback content to the app block if the customer has been identified through an email link but hasn’t signed in yet. This allows you to prompt the customer to sign in, allowing them to use their personal discounts and redeem them in Engage.

Accessing settings

After your setup is done you can always access all the above configuration in Settings for the app in your Shopify store.

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