Integrating E-goi with Shopify

Themes of this article

• Introduction
  • What the integration does
  • Requirements
  • Costs
• Before getting started
  • What is Track & Engage
• Step-by-step
  • Perform the integration
  • Sync store clients and products
  • Add products to my emails
  • Activate pop-up forms
  • Automate abandoned cart recovery
• Frequently Asked Questions
  • Error 422 when syncing products

 

Integrate your Shopify-powered ecommerce with E-goi to automate email and SMS marketing. Sync customers, create pop-up forms, track behavior, and more.

 

 

What does the integration do?

• Sync your shops' customers, contacts and guests with E-goi and start sending segmented campaigns to them.
• Create pop-up forms at your online store and get all the contacts into E-goi.
• Enable the Track & Engage feature to track your customer's behaviours.
• Apply tags to your contacts, according to their order and checkout statuses.
• Send transactional SMS with Multibanco data (a payment method in Portugal).
• Send transactional SMS with to track the order.
• Sync your products with E-goi and easily add them into your email campaigns.

 

 

Requirements to use the integration

• Any E-goi account.
• A Shopify account.

 

 

Costs

This integration is available for any E-goi account.

It's free to use, but any contacts you sync from Shopify and sending campaigns (eg. email, SMS) may have their own costs, which depend on your E-goi plan.

 

 

Before getting started

 

What is Track & Engage

It is a powerful E-goi feature that monitors customer purchases and buying intents across your online store.

Based on this, Track & Engage can help create automatic conversion or abandoned cart recovery campaigns.

By using this integration with E-goi, Track & Engage is immediately configured in your online store.
 

 

 

Step-by-step

 

Perform the integration

1) Go to the Shopify app store to access the E-goi app page. If you're already logged into your shop, simply click Add app.

2) Next, you'll see the page with all the setup details. Go ahead by clicking Install app.

3) On the next page, you'll need to enter the email address and password of your E-goi account to connect it to your online shop.

4) From here, you'll start setting your integration: which contact list will be used, enable Track & Engage and the events to track, and the type of contacts to sync. Once you've finished, click Next step.

5) Match the fields between E-goi and Shopify, and choose the type of products that you want to sync. When you're done, click Finish.

6) Done! Later on, you can edit these settings through the E-goi app menu in Shopify.

 

 

Sync your store's products and customers with E-goi

After the integration is complete:

1) Go to your Shopify account and click Apps on the left-hand panel.

2) Click on E-goi, it'll come up among your installed apps. You'll get into the Home page where you can check the last synchronisations, the connection between both platforms and create your transactional SMS with Multibanco payment data (if you have customers in Portugal).

3) From that page, you can access the Settings page (to set your plugin up) and the Forms page (to create your pop-up form for your store).

 

Integration settings
Go to the Settings page, enable the syncing options that you need and scroll down the page to click Save settings.

• Subscriber list: To select the E-goi's list where you want to sync the contacts coming from Shopify.
• Default subscriber status: To define the status of your new contacts (automatically active or ask them to confirm their subscription).
• Synchronization: To select what kind of visitors do you want to sync to E-goi: those who accept marketing communications, clients with an account in your store and buyers that have not created an account. Also, you can add a tag to them according to the last order made: completed or abandoned.
• Track & Engage: Enable this feature to track your customer's behaviours over your Ecommerce and to save information about their orders or their products chosen. Then you can segment your list by:  bought products, date of the last purchase, etc.
• Map additional fields: To map Shopify fields (left side) to their corresponding fields in E-goi (right side). You may need to add extra fields in E-goi before mapping them in Shopify.
• E-goi API key: This is the API key of the E-goi account linked to your online store. 
• Synchronize now: Just to start a new syncing of all the options selected before.
• Synchronize all products: To sync all your products. This option will automatically create a Shopify Catalog in your E-goi account.

4) Save the changes by clicking Save settings at the bottom of the page.

 

 

 

Enable the pop-up forms

1) Go to your Shopify account and click Apps on the left-hand panel.

2) Click on E-goi and then on Settings at the top of the page.

3) Go to the Forms page. Select the store theme where you want to show your form and select its Trigger (to be displayed either in an exit intent or after a few seconds visiting the store).

4) Then, customise the form content, click Enable and Save form.

5) Go to the store preview and see how it looks!

 

 

 

Embed store products in my E-goi email campaigns

See how to add products to your emails.

 

 

Create an automation to recover abandoned carts

We already have a ready-made automation. See how to use it to recover abandoned carts

 

 

Frequently Asked Questions

 

An error "422 - catalog_does_not_exist" appears when I try to sync products in Shopify's E-goi app

The catalog (or one of the catalogs) you tried to sync products from your Shopify store with no longer exists. It was possibly deleted from your E-goi account.

To fix it, go to the settings of your E-goi app in Shopify and be sure syncing is done for catalogs that actually exist in your E-goi account.