Integrating E-goi with Shopify

Syncs your store customers with E-goi so you can engage and segment them.
Syncs the products from your store with E-goi, allowing you to easily embed them in your email campaigns.
Enables Track & Engage, a powerful feature that monitors and syncs your store's orders and buying intents with E-goi, allowing you to automate customer win-back campaigns or abandoned cart recoveries.
Activates Connected Sites to easily enable pop-up forms, WhatsApp forms and on-site messaging across your store.
Auto-tags your contacts, making it easy to slice and dice them by order or checkout status.
Texts your shoppers with transactional SMS:
- "item is back in stock" notifications
- "item has changed price" notifications
- purchase confirmation
Texts Multibanco reference to your shoppers.
Multibanco is a popular payment method in Portugal.

Requirements for using the integration

An E-goi account with a paid plan.
Transactional messages activated on your E-goi account.
A Shopify account and online store.

Costs

This integration is available for E-goi accounts with a paid plan.

Contacts synced from Shopify and sending them campaigns (email, SMS, etc.) will have their own associated costs, depending on your specific E-goi plan.

Before you begin

What is Connected Sites

A handy E-goi feature making it easy to get your website or online store talking to E-goi, Connected Sites allows you to enable multiple E-goi tools across your site with a single click (sign-up forms, Track & Engage, etc.).

By using the Shopify integration with E-goi, Connected Sites is immediately configured in your online store.

What is Track & Engage

It's 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 the Shopify integration with E-goi, Track & Engage is immediately configured in your online store.

Transactional SMS Notifications

This integration uses E-goi's transactional SMS to notify your store's customers on specific triggers:

SMS Back in Stock: When an item is out of stock in your Shopify store, this will embed a "Notify me when available" button on the item page so customers can enter their mobile number. Once the item is back in stock, they will be automatically texted a notification. You can set:
- Button settings: How the "Notify me when available" button will look and feel.
- Submission form settings: How the mobile number form will look and feel.
- Subscribers list: This will show you which customers are using this feature (if necessary, you can disable it for one of them by hitting Actions).
- SMS to be sent to the customer: Content of the back-in-stock SMS notification.

SMS Follow Price: This will embed a "Notify me when the price changes" button on your shop's item pages so customers may enter their mobile number. If the item's price changes, they will be automatically texted a notification. You can set:
- Button settings: How the "Notify me when the price changes" button will look and feel.
- Submission form settings: How the mobile number form will look and feel.
- Subscribers list: This will show you which customers are using this feature (if necessary, you can disable it for one of them by hitting Actions).
- SMS to be sent to the customer: Content of the change-in-price SMS notification

Multibanco payment notification: If your store integrates with Ifthenpay or Eupago to provide Multibanco payments for people in Portugal, E-goi can integrate with them as well to send:
- Multibanco order: An SMS containing the Multibanco payment details.
  Example: "Thank you for your purchase, {first_name}! Use entity {ent} and reference {ref} to pay {total}€."
- Multibanco order reminder: A reminder SMS if your customer hasn't done their Multibanco payment yet.
  Example: "Hi {first_name}! Your order {order_number} amounting {total}€ hwen't been paid yet. Use entity {ent} and reference {ref} to complete your payment.".

SMS Order Tracking: When an item is dispatched from your store, this will text your customer the item's order tracking information.
Example: "Hi {first_name}! Your order {order_id} has been dispatched. You can use the code {tracking_number} or the link {tracking_url} to track your order. Delivery carrier: {tracking_company}"

Important: The {tracking_number}, {tracking_url} and {tracking_company} variables are data provided by the carrier you configured in your store. If you aren't using carriers for delivery, don't include these variables in your SMS.

Step-by-step

Doing the integration

1) Go to the E-goi app page on the Shopify app store.

2) You'll see the app's info and terms. Click Install.

3) On the next page, enter your E-goi account's login and password to connect it to your Shopify store (if you don't have an E-goi account, you can create it right there and then) and click Next step.

4) You'll be taken to the app's one-time setup:

Subscriber list: Choose which E-goi contact list you'll be syncing with your Shopify customers (you can also create a new list here).
Default subscriber status: Choose if your store customers will be added to the E-goi contact list as active or unconfirmed (if unconfirmed, they'll need to confirm their subscription).
Synchronization settings:
- Under Contacts synchronization, select how your Shopify customers will be synced with E-goi:
  - Sync using Accepts Marketing: Only customers who opted in to your marketing mailings in Shopify will be synced.
  - Sync registrations: All customers who created an account in your Shopify store will be synced.
  - Sync guest checkouts: All customers who completed a purchase as guest in your store (ie, without creating a Shopify account) will be synced.
- Under Orders Synchronization, you can set:
  - Sync last order status: With this on, all customers who complete a purchase in your Shopify store will be tagged with “Last order: Completed / Paid”.
Track & Engage: This enables Track & Engage in your Shopify store. You can also set:
- Add e-commerce item: Whenever a synced customer in E-goi adds a product to their cart in Shopify, E-goi will know this.
- Track e-commerce order: Whenever a synced customer in E-goi completes a purchase in Shopify, E-goi will know this.

When you're done, click Next step.

5) The next settings stage will show up:

Map additional fields: Choose and map your customer fields (name, email, etc.) in Shopify to their matching fields in your E-goi contact list.
If you don't have all the Shopify fields in E-goi, you can create them and then go back here to map them.
Sync existing customers: This manually syncs all customers in your Shopify store with your contact list in E-goi. To do the sync, hit Sync all customers now.
Products synchronization: Choose how the items in your Shopify store will be synced with E-goi.
- Sync all products with E-goi now: This will manually sync the items in your store with E-goi.
  After syncing, a catalog with your store items (featuring each item's "Name" and "ID") will be created in E-goi. If your store has more than one currency, a catalog for each currency will be created.
  - Sync all products: All items in your store will be synced, whether in stock or not.
  - Sync only products with stock: Only in-stock items will be synced.
  - Sync only products from active stores: Only items from your active Shopify stores will be synced.

When you're done, click Finish.

If later on you need to edit the integration, click Apps in your Shopify account, choose E-goi, and then Settings.

Enabling E-goi's transactional SMS across Shopify

Important: Be sure you've enabled transactional messages in your E-goi account and you've got an SMS sender set in E-goi.

1) In your Shopify account, click Apps on the left-hand bar.

2) Click the E-goi app and then SMS Notification

3) In SMS Sender, choose the mobile sender that will be used to text your SMS messages and hit Save settings.

4) A couple of additional features will then become available, including:

SMS Back in Stock
SMS Follow Price
Order and payment tracking by SMS

5) Click Configure to set up each feature. When you're done, hit Save settings and then click Enable to activate the feature on your store.

Embedding my store items into my E-goi email campaigns

See how to add items to your emails.

Creating an abandoned cart recovery automation

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.

How can I check that the integration is working?

1) In E-goi, be sure the domain of your store is in Connected Sites and is assigned to the contact list you selected.

2) In Shopify, if you've chosen Sync existing customers when setting up the integration, check that the customers from your Shopify store are synced with your E-goi contact list.

3) Create a dummy customer account in your store, make a test purchase and check that your customer and purchase have been synced with E-goi.