Shopify

Overview

This page is intended to help you integrate your data into the Zeta Marketing Platform with Shopify. The information is intended to help in prospecting new, or existing clients with detail on how to integrate with the vendor.

Shopify Documentation

Shopify API Reference - Customer

What does the Zeta Integration for Shopify do?

The bi-directional Shopify connector handles the following use cases:

Inbound
- The inbound connector for Shopify streams People and Products as Resources into the ZMP along with Events as a source in Data Flows. Data Flows allows for further optional manipulation of the data before ingestion into the ZMP for use in targeting and personalization.
- Real-time streaming of Shopify events comes through implementation of P13N in the Shopify pixel manager.
Outbound - this connector to Shopify allows for the creation and syndication of customers from the Zeta Marketing Platform to Shopify. Marketers in the ZMP can use the decisioning of Experiences to decide when the creation of a new customer in Shopify is necessary and what to syndicate.

Prerequisites

Set up your Shopify access token to provide to Zeta.
- For this integration, Zeta needs only read permissions. As a general security practice, we recommend that the token is created with only the access needed.
- Don’t forget that our onboarding team is here to help! If you have any questions or guidance, they can help you with the setup.
For outbound, plan your data activity.
- Understand in what scenarios a customer should be created
- Determine what data needs to be stored per customer
- Think through what additional data should be assigned at the point of contact; i.e. source of data, purpose of data, etc.
Ensure that the added data volume is within your account’s limits. That being said, most times Shopify event volume is much lower than the site traffic that a client has with P13N.

Inbound Streaming Workflow

Step	Description
Assign Shopify Access Token	Create an overall Connection for Shopify using your access token. Settings->Integrations->Connections Click New Connection. Name your overall Shopify Connection. “Shopify” is fine for most, but if you have multiple Shopify accounts, you may want to be more specific. Select Connection Type: Shopify. You can add a logo for this connection, whether that’s the logo of your store or the Shopify logo itself. To use the Shopify logo, click on the image and type Shopify’s domain. Enter the Shop Name. Enter the Access Token.
Test Connection	Once a connection is established, update a profile or a Product in Shopify to validate changes streaming through.
Set up streaming Pixel	From your Shopify admin, go to Settings > Customer events. Click Custom pixels. Paste in the Zeta pixel code provided by your account team. Custom pixels that aren't currently connected are displayed under the heading Disconnected pixels. Click Connect on the appropriate custom pixel line. After you confirm that your pixel satisfies the service requirements of Shopify's Terms of Service, click Connect.
Build Audiences	Both the properties coming through on Customer profiles as well as the Products and their metadata can be used to target audiences in the ZMP for activation or suppression. For instance, you could build a suppression segment for all users in California that purchased in the last 30 days an item where `season = winter`.
Personalize Content	Product metadata stored as Resources in the ZMP offer tremendous flexibility in personalizing emails. Resources can be referenced directly by ID or filtered and selected either based on metadata or using Zeta Recommendations. Zeta Markup Language (ZML)

Outbound Workflow

Step	Description
Assign Shopify Access Token	Create an overall Connection for Shopify using your access token: Connections
Create your Custom Channel	Utilize the default Channel Manager template to create your custom channel.
Create your Campaign Inputs	Create form fields for the additional data that should be assigned at the point of contact; i.e. source of data, purpose of data, campaign IDs, etc.
Map your data to the request	Utilize the JSON template to determine how the request should be populated. Use `{{` form field calls to map form field inputs and other Zeta Markup Language to fill out the rest of the request: Zeta Markup Language (ZML)
Save Your Channel	Name your channel, so that your marketing team knows which channel to use. Note you can save multiple Shopify Channels for different endpoints.
User Your Channel	When setting up an Experience or a Broadcast Campaign (depending on the trigger), select the new channel from the dropdown and fill out the necessary fields.

Shopify Events

The following Shopify Events map to ZMP events with the following names.

Shopify Action	ZMP Event	Notes
`authorization_failure`	`order_authorization_failure`	Authorization failed. The funds cannot be captured.
`authorization_pending`	`order_authorization_pending`	Authorization pending.
`authorization_success`	`order_authorization_success`	Authorization was successful and the funds are available for capture.
`cancelled`	`order_cancelled`	The order was cancelled.
`capture_failure`	`capture_failure`	The capture failed. The funds cannot be transferred to the shop.
`capture_pending`	`capture_pending`	The capture is in process. The funds are not yet available to the shop.
`capture_success`	`capture_success`	The capture was successful and the funds are now available to the shop.
`closed`	`order_closed`	The order was closed.
`confirmed`	`order_created`	The order was confirmed.
`fulfillment_cancelled`	`order_fulfillment_cancelled`	Fulfillment for one or more of the line_items failed.
`fulfillment_pending`	`order_fulfillment_pending`	One or more of the line_items has been assigned to a third party service for fulfillment.
`fulfillment_success`	`order_fulfilled`	Fulfillment was successful for one or more line_items.
`mail_sent`	`shopify_mail_sent`	An email was sent to the customer.
`placed`	`purchased`	An order was placed by the customer.
`re_opened`	`order_reopened`	An order was re-opened.
`refund_failure`	`order_refund_failure`	The refund failed. The funds are still with the shop.
`refund_pending`	`order_refund_pending`	The refund is in process. The funds are still with shop.
`refund_success`	`order_refunded`	The refund was successful. The funds have been transferred to the customer.
`restock_line_items`	`items_restocked`	One or more of the order's line items have been restocked.
`sale_failure`	`sale_failed`	The sale failed. The funds are not available to the shop.
`sale_pending`	`sale_pending`	The sale is in process. The funds are not yet available to the shop.
`sale_success`	`sale_completed`	The sale was successful. The funds are now with the shop.
`update`	`order_updated`	The order was updated.
`void_failure`	`void_failure`	Voiding the authorization failed. The authorization is still valid.
`void_pending`	`void_pending`	Voiding the authorization is in process. The authorization is still valid.
`void_success`	`void_success`	Voiding the authorization was successful. The authorization is no longer valid.

Contact

For any questions or issues related to your integration please reach out to DL-Zeta-External-Integrations@zetaglobal.com.