Transactional journeys let you send subscribers messages about the status of their order. With the Shopify integration, you can send transactional journeys, such as Order Confirmed and Order Shipped, to your SMS subscribers.

Prerequisites

Before you can set up transactional messages for Shopify, you must meet the following requirements:

  • You must have an existing Shopify or Shopify Plus account.
  • The Shopify integration must be connected.
Important! If you previously modified your Shopify Plus theme with custom code, we recommend that you remove the Attentive checkout checkbox in Shopify in order to use Shopify’s built-in checkbox.

On this page

Steps in Shopify

  1. Collect phone number during checkout
  2. Turn off existing native SMS alerts

Steps in Attentive

  1. Turn on Shopify integration setting
  2. Create and submit a transactional journey

Steps in Shopify

Step 1. Collect phone number during checkout

Before you can send transactional messages to subscribers, you’ll first have to collect their mobile phone number in the checkout form:

  1. From your Shopify site, go to Settings > Checkout.
  2. Go to Form Options, and for Shipping address phone number select Optional.
  3. Note: We recommend selecting Optional (rather than Required) so that your clients can decide whether they want to opt-in to receive SMS transactional messages.
    optional_form.png
  4. Click Save.

The transactional SMS opt-in option appears and customers can enter their phone numbers in the Phone field, as shown in the following image:

Desktop_phone_num.png

Step 2. Turn off existing native SMS alerts

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

  1. From your Shopify site, go to Settings > Checkout.
  2. Scroll to Customer contact, and uncheck (disable) the first option in To receive shipping updates.
    disable_receive_ship.png
  3. Click Save.

Steps in Attentive

Step 3. Turn on Shopify integration setting

After you’ve enabled the Shopify integration, you must enable the data syncing setting so that when subscribers opt-in through Attentive or Shopify, that data is synchronized between both platforms. Additionally, the setting to ingest transactional events must be enabled so that Attentive can see transactional events and send transactional messages to subscribers.

To enable data syncing and ingest transactional events:

  1. Navigate to the integrations setup page and locate the Shopify tile.
  2. Click Shopify > Settings.
  3. Enable Ingest Transactional Events.
    Ingest_transaction_events.png
  4. Click Save Changes.

Step 4. Create and submit a transactional journey

Now you can create a transactional journey using Shopify triggers to complete the configuration. If you use the template copy of a transactional journey, it can be activated immediately.

If you choose to customize your transactional journey, it must be submitted for review from our White Glove team. After it is reviewed, your Shopify configuration is complete.