Before you can launch Order Confirmed and Order Shipped transactional journeys, you’ll first need to build a draft transactional journey and configure your Shopify site.

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Create and submit your first transactional journey for approval

Before you configure your Shopify integration to work with transactional journeys, build your first transactional journey. Once built, you’ll be able to complete the Shopify configuration.
Note: If you use the templated copy, your journey can be activated immediately.

Enable Ingest Transactional Events in Shopify

Once you’ve enabled the Shopify integration, next enable Shopify to ingest transactional events. Once enabled, Attentive can see transactional events, like completing a purchase, and send transactional messages to subscribers.

Connect Attentive to your Shopify account. You can learn how to in the Shopify integration setup guide.

To enable ingest transactional events:

  1. Navigate to the integration setup page and locate the Shopify tile.
  2. Click Shopify > Settings.
  3. Enable Ingest Transactional Events as shown in the following image.
    Ingest_transaction_events.png
  4. Click Save Changes.

Create transactional sign-up unit

You can only send transactional messages regarding order updates to customers who have opted in to receive them.

If you have already added a Shopify marketing sign-up unit to your checkout page, you can create a Shopify transactional sign-up unit using the Attentive platform by following the steps in this topic. (If not, please continue to work with your client strategy manager to set up your transactional sign-up unit.)

  1. Starting on the Subscribers tab, click + Create sign-up flow.
    create_sign_up_flow.png
    The Create sign-up flow page displays.
  2. Name the unit.
  3. Choose the Integrations touchpoint.
  4. Select the Shopify Transactional template.
  5. Click Create.
    create_sign_up_flow1.png
    The Design tab displays.
  6. Review the pre-filled Header and Subcopy text, and make any desired changes.
  7. Click Continue.
    Note: If you haven’t yet set up a transactional journey, a warning displays on the Review & get code tab.

Add and set up the opt-in unit in Shopify

Once you have the Attentive checkout code snippets (either copied from the transactional sign-up unit you created on the Attentive platform or provided by your client strategy manager), you need to add the code to your opt-in unit in Shopify.

To add the opt-in checkbox to your Shopify site, you’ll need to update a setting and the copy used by your site’s checkout flow:

 

  1. From your Shopify site, go to Settings > Checkout.
  2. At the bottom of the checkout page, click Manage checkout language.
  3. In the Checkout marketing section, update the Accept marketing checkbox label with the following copy:

    Send me email and transactional SMS updates about my order. Msg & data rates may apply.

Update Shopify settings

Finally, you’ll need to update some of the settings on your Shopify site before you can send them transactional messages.

Collect phone number during checkout

Before you can send transactional messages to subscribers, you’ll first have to collect their mobile phone number.

  1. From your Shopify site, go to Settings > Checkout.
  2. Go to Form Options, and for Shipping address phone number select Optional.
  3. Save your changes.

Ensure the checkbox appears

  1. From your Shopify site, go to Settings > Checkout.
  2. Scroll down to Email marketing and check Show a sign-up option at checkout.
  3. Select Preselect the sign-up option.
    _2.png

Adjust the checkbox

Follow these steps to change the copy on your existing checkbox in Shopify.

  1. From your Shopify site, go to Settings > Checkout.
  2. At the bottom of the Checkout page, click the Manage checkout language button.
  3. Find the Checkout marketing section and update the Accept marketing checkbox label copy with this language: “Send me email and transactional SMS updates about my order. Msg & data rates may apply.”
    _1.png

Ensure the checkbox label is accurate

  1. From your Shopify site, go to Settings > Checkout.
  2. Scroll down to Manage checkout language.
  3. Update the Email label under Checkout contact to Email or mobile phone number.
    _3.png

Disable existing Shopify native SMS alerts

If you want to use Attentive to send transactional messages, you should disable any transactional messages that Shopify itself sends. Otherwise, your customers could receive two or more messages and will create a confusing experience. To disable native Shopify alerts:

  1. From your Shopify site, go to Settings > Checkout.
  2. Scroll to Customer contact, and uncheck the first option in To receive shipping updates.
    jstore-customer-contact.png
    Shopify will no longer send transactional messages to your customers.
  3. Save your changes.