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!
You can watch the video below to see a live set up or read the instructions at the bottom of the page for a step-by-step setup guide.
Start at on your Automation page, find the Shopify icon and click See More.
This will pull up the connect Shopify to Bonjoro page, click Start New Automation.
Select a Service: Shopify is going to be your platform you are connecting so click Shopify.
Choose a Ping: 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. **If you would also like to add the other action, simply go through setting up another Shopify connection for that list. There is no limit to the number of list you can connect.**
Select an Account: Click Add an Account. This will open another window where you will input your Shopify Store Domain Name *please include the https://*. Once you have entered your shops domain name, Shopify will 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.
Note: If you get an error after adding the URL please try adding a '/' at the end.
Select a Service: Click Bonjoro and hit Continue.
Choose a Pong: Click Create a Bonjoro and hit Continue.
Configure Options: 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 page. It will be listed under the contacts name. Click Continue once you have completed the two 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]!