How do I connect my Shopify store to ActiveCampaign?

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The ActiveCampaign CXA integration for Shopify lets you send actionable data directly from a Shopify store to your ActiveCampaign account.

You can use this data to send customized follow-up emails to your contacts, trigger automations, create list segments, configure automation goals, create sign-up forms, and more.

Take note

  • This integration is a two-way sync from Shopify to ActiveCampaign
  • This plugin lets you:
    • Sync historical order and customer data for customers who opt into marketing (marketing check box)
      • Including orders of any status for contacts as they happen, including orders where payment is pending, completed, abandoned, recovered,
        waiting, canceled, refunded, failed, and returned
    • Sync future abandoned cart data (not possible to sync historical abandoned cart data)
    • Sync your entire product catalog
    • Synced contacts will receive the following tag: shopify-customer
  • ActiveCampaign accounts created on or after January 8, 2024: contacts synced in from the Shopify integration that have checked the “Accepts Marketing” box will be added to the Master Contact List by default. If you delete or change the name of the ActiveCampaign-created Master Contact List, contacts will not be added to any lists. To add contacts to a list, you will need to create an automation

Information shared with Shopify

Per Shopify’s Terms of Service, this integration will send contact data from your ActiveCampaign account back to your Shopify account.
This applies when you update contacts in ActiveCampaign who exist on both platforms.

The information shared with Shopify includes:

  • First name
  • Last name
  • Phone
  • Email
  • Accepts Marketing field value

Connect your Shopify store to your ActiveCampaign account

To connect your Shopify store to ActiveCampaign:

  1. From your ActiveCampaign account, click Settings > Integrations.
  2. The “Connected Integrations” page will open. Click the “Add Integration” button.
  3. A modal window will appear. Click the “Shopify” option.
  4. A “Shopify Integration” modal will appear. Type the Shopify store name into the field provided, then click the “Connect” button.
  5. A new tab will open in your browser. Follow the steps to log into your Shopify account.
  6. In your Shopify account, you will see a page called “You are about to install ActiveCampaign CX Automation.” Click the “Install app” button.
  7. You will be redirected back to your ActiveCampaign account. A confirmation modal will appear. Click the “Done” button.

Your Shopify store is now connected to ActiveCampaign and has a “Connected” status on the Settings > Integrations page.

Manage your Shopify integration settings

Once your Shopify store is connected, you can manage Abandoned Cart Settings and Syncs.

To access these options:

  1. From your ActiveCampaign account, click Settings > Integrations.
  2. Click the “Shopify” Integration.
  3. Click the “Manage” Button. This opens the integration page with the following options:

Configure Abandoned Cart Settings

This option allows you to determine how long ActiveCampaign should wait after a contact abandons their cart before triggering an automation that uses the “Abandons Cart” trigger. Choose from 1 hour (recommended), 6 hours, 10 hours, or 24 hours.

Perform Syncs

Syncs allows you to sync past orders from your Shopify account. When a Sync is run, the following data is synced into your ActiveCampaign account:

  • All contacts in your Shopify account, along with any orders that they made
  • All contacts in your Shopify account who have not placed any orders with you
  • All orders placed by contacts that already exist in your ActiveCampaign account
  • Synced historical data will not trigger any automations to run that use the “Makes a purchase” automation trigger
  • Any missed abandoned carts will be synced and will not trigger automations
  • All products in your Shopify store catalog

By default, orders are synced with active sync automatically. But, there are the following times when orders can be missed:

  • There’s an outage on the ActiveCampaign side
  • There’s an outage on the Shopify store side
  • When an integration is disconnected or deactivated
  • There is an error that requires them to reauthenticate before data can resume syncing

Before you perform any sync, it is important to know that you should only “Run a manual Sync” or “Run a historical sync” if something needs to be updated on all orders.

There are two ways to perform a Sync:

  • “Run a manual Sync” button
    This option will pull in information that was missed or needed updating since the last sync date noted in the top right corner. For example, if you last ran a sync on October 4, and it is November 20, the “Run a manual Sync” button will only sync missing orders and update orders back to October 4
  • “Run a historical Sync” button
    This option allows you to run a historical sync since the beginning of your Shopify store.

Customers with large volumes of Shopify products, customers, or orders should plan to “Run a historical Sync” during a low volume period, as it can have an effect on store performance.

Reconnect your Shopify integration

If you are experiencing issues with your Shopify integration, we recommend reconnecting the integration. Reconnecting your integration will reauthenticate your ecommerce store. Doing this can resolve errors coming from the store to ActiveCampaign that can interrupt data syncing.

To reconnect the integration:

  1. Go to the Settings > Integrations page in your ActiveCampaign account.
  2. Click the “Manage” button.
  3. Click “Reconnect.”

“Delete integration” option

The “Delete integration” option should only be used if you no longer use that Shopify store. If you are experiencing issues with your Shopify integration, try to reconnect your integration first. If that does not help, contact our Customer Experience Team so we can assist you further.

Note that once the integration is deleted, future orders and customer data will not sync to ActiveCampaign. You will not lose any previously synced data.

To delete the integration:

  1. Go to the Settings > Integrations page in your ActiveCampaign account.
  2. Click the “Manage” button.
  3. Click “Delete integration.”