Ready to have your Shopify customers magically show up in your To-do list after they have entered their purchase? Awesome, let's get started!
Please see below:
Start at on your Automation page
1. Click add an automation and choose Shopfiy from the list
2. Choose a trigger
Choose a Trigger: You can choose between two actions, New Customer or Order Created, and then hit Continue. One someone is added to your Shopify list, their contact information will be pulled over into Bonjoro. Unfortunately Shopify does not provide a 'First order' trigger for the first time a customer makes a purchase. If you would like this please be sure to tell Shopify!
**If you would also like to add the other action, simply go through setting up another Shopify connection for that list.**
3. Select an Account:
Click Add an Account. This will open another window where you will input your Shopify Store Domain Name. DO NOT INCLUDE 'myshopify.com' at the end of your store name - this will cause an error and the integration will fail. Just enter the store name.
Once you have entered your shops domain name, Shopify will prompt you to log in and ask if you would like to install Bonjoro. Click Install and the window will disappear and you will see your account listed on the Bonjoro page. Click TEST, if your account was connected correctly the button will turn green with a check mark. Then click SELECT, then continue.
4. Select a Service: Click Bonjoro and hit Continue.
5. Choose a Action: Click Create a Bonjoro and hit Continue.
6. Configure Options:
You can bring in Attributes from your Shopify store that will be displayed in Bonjoro in the web and app view before you record your messages. Very handy for personalisation of your messages.
Assignee: if you are the only person on your account this will be your email. If you are a part of a team, you can select the team member you wish to assign the pulled Bonjoros to.
Reason: this is the information that will be listed on the contact when it shows up in Bonjoro in your To-Do list. It will be listed under the contacts name. Set this so you can easily recognise why you are sending them a video.
Available variables (Optional): Add the total price and item purchased to the reason for quick reference and personalisation. Click on the variables to add them.
Click Continue once you have completed the fields.
The Finishing Touches: Time to turn it on! Toggle the gray switch from Off to On.
You did! Set up your own Shopify automation... Great job!
If you have any issues or feedback, please email us at [email protected]!