Setting up Shopify

Step 1: Locate Shopify within the dashboard

In Braze, go to the Technology Partners section and then search Shopify. On the Shopify partner page, select Begin Setup to start the integration process.

Step 2: Braze’s setup wizard

Next, you are prompted by Braze’s setup wizard. Within this flow, you must enter your Shopify store name. Make sure to enter the store name, and not your Shopify domain. Note that currently, we can only connect one store per app group.

Step 3: Flexible event selection

There will be a step explaining which events require us to implement the Braze Web SDK on your store and what to expect when this is added. Proceed to the next page to select the Shopify events you want Braze to track. Selecting any events with an * next to them will enable our Web SDK. The next step will ask you to confirm the selected events.

Step 4: Enable in-browser message channel

You can optionally unlock a new channel on your Shopify store for in-browser messages. This will allow you to use our basic message types like slide-up, modal, full screen, simple surveys, and custom HTML. Note that enabling this will implement our Web SDK in your store. Check out our guide on how you can create your first in-browser message.

Step 5: Collect email or SMS subscribers

At this step, select whether you want to collect email and SMS opt-ins from your Shopify store to sync to Braze.

• Collect email subscribers
  If enabled, Braze will update the global email subscription state on the profile to subscribed so you can send emails to your users. You can also optionally add one or more subscription groups to automatically assign email subscribers to when they opt-in.
• Collect SMS subscribers
  If enabled, Braze will update the selected SMS subscription group on the profile to subscribed so you can send messages to your users. If you are collecting SMS opt-ins, you must select one subscription group. If no subscription group exists, or you would like to create a new subscription group, reach out to your Braze representative for support.

If there is an existing global subscription state on a user profile within Braze that’s different from Shopify, we recommend you enable Override existing global subscription state for users. This will override the Braze state to ensure it matches with Shopify.

Legacy custom attributes

Legacy Shopify customers may have the old method of collecting email and SMS subscribers via the shopify_accepts_marketing and shopify_sms_consent custom attributes. If you save the settings above with override enabled, Braze will remove the custom attributes on the user profiles and sync those values over to their respective email subscription group and SMS subscription group.

If you have existing campaigns or Canvases using these legacy custom attributes today, you should remove them and ensure the campaigns or Canvases are using the appropriate subscription state, group, or both.”

Step 6: Install Braze’s Shopify application

You’ll then be redirected to your Shopify store to install the Braze app. Once you select Install Unlisted App, you will be redirected to the Braze dashboard.

Step 7: Verify completion

That’s it! The status of your integration appears in the Data Import section of the Shopify partner page. Once the Braze app has been successfully installed and the webhook creation is complete, you will be notified via email and ingestion will begin. In addition, the Connection Pending status will be updated to Connected and will display the timestamp of when the connection was established.

Shopify setup within Braze

Troubleshooting

Why is my Shopify app install still pending?

Your install may still be pending for one of the following reasons:

• When Braze is setting up your Shopify webhooks
• When Braze is communicating with Shopify

If your app installation is pending for 1 hour, Braze will fail the installation, and you will be prompted to Retry Setup.

Why did my Shopify app install fail?

Your install may have failed for one of the following reasons:

• Braze could not reach Shopify
• Braze failed to process the request
• Your Shopify access token is invalid
• The Braze Shopify app was deleted from your Shopify admin page

If this happens, you will be able to select Retry Setup and start the installation process again.

How do I uninstall the Braze application from my Shopify store?

Go to your Shopify admin page located under Apps. You will then see an option to delete the Braze application.

I am struggling reconciling my users, what might be the reason?

If you use the ScriptTag integration, and your Shopify store offers a “Buy Now” option that skips the cart, Braze may struggle to reconcile users as Shopify does not allow script tags to retrieve a device_id to map the events to a user who skips the cart.