Syncing your online shop orders with E-goi

In this article

 

Order Sync integrates your store's full order history into E-goi and syncs up any new orders from your customers.

 

 

What is Order Sync

Order Sync seamlessly pulls your customers' orders into E-goi .

Any order made by a customer in your online shop will also be stored in E-goi, allowing you to hyper-segment your shoppers and engage them with order-based campaigns.

Example: A customer adds an item to cart in your online store. E-goi will plug this info into the customer's profile in your E-goi contact list. You can then create  powerful segments based on whether the customer leaves the item in cart (eg. an abandoned cart recovery campaign) or completes the purchase (eg. cross-selling).

Benefits

  • Behavioral targeting: You can slice-and-dice clients by transaction, such as order frequency, amount spent or item type for ultra-personalised targeting.

  • High-impact marketing automation: Order Sync lets you create a multichannel nurturing flow based on actual purchases, perfect for cross-selling, abandoned cart recovery and VIP shopper targeting.

  • 360º insights: Order Sync empowers your E-goi campaign results with actual revenue info straight from your store, all in a single spot.

 

Use cases

  • Ecommerce marketing automation: Send automatic order thank-yous, upsells or abandoned cart recoveries.
  • Advanced behavioral segmentation: Target your shoppers based on past orders, average amount spent or specific buys.
  • Performance analysis: Gauge how your campaigns are doing based on order amount.

 

 

Requirements

  • An E-goi account with any E-goi plan.
  • User access to the API key in your E-goi account.

Order syncing can be done in one of three ways.

Via E-goi integration plugin

  • Use our plugin for:
    • WooCommerce
    • PrestaShop (version 8)
    • Magento Adobe Ecommerce
    • Shopify

Via E-goi's API

  • You'll need user access to your E-goi account's API.

Via manual import

  • You'll need a CSV file with your shop's order history formatted according to our guidelines.

 

 

Usage costs

Enabling Order Sync won't add any extra costs to your E-goi plan, but sending campaigns based on your contacts' order history will have its own costs, which depend on your E-goi plan.

 

 

Before you begin

 

Enabling Order Sync

If you use one of the E-goi plugins with Sync Order built-in, you can simply enable this feature in your plugin.

See how to enable it in our plugin for:

 

 

Order statuses

E-goi parses the following order statuses:

  • Created: The order has been "created" and waiting for processing or another step.
  • Pending: The order is "pending", due to an unconfirmed payment, process initiation or another step.
  • Completed: The order is "completed", which means payment was confirmed, item was shipped or another step.
  • Canceled: The order is "canceled". This can be due to order cancellation or a processing failure.
  • Unknown: The order is "unknown", as it couldn't be assigned to any other E-goi order status.

 

 

Data collected

E-goi will pull from your store the items for each order (SKU, amount, price), plus their matching customer info (name, email address, etc.), total order amount and order dates and status (created, pending, cancelled, finished, unknown).

 

 

Connecting your physical store to E-goi

In case you've got a brick-and-mortar store in addition to your online shop, you can easily connect it to E-goi.

1) In your E-goi account, click your user menu (upper right corner) and choose Configurations.

2) On the left-hand panel, click Connected Sites & Stores.

3) Scroll down to Stores and hit Add.

4) Under Location on the map, choose where in the map your store is located (you can type in its address or allow your browser to geolocate you in case you're currently using E-goi at your physical shop).

5) On the left, enter your store name, description and the contact list the store will be assigned to. Then click Add.

From then on, your store is now connected to E-goi. Whenever you see fit, you can upload your shop's order history into E-goi.

 

 

Step-by-step

 

Importing and syncing orders

Via E-goi plugin

Once Order Sync has been enabled in the plugin, it'll run automatically, but you can also do a manual run any time you need. See how for:

Via E-goi's API

Important! Using our API requires some programming knowledge.

You can do a sync by combo-ing these commands in your code using E-goi's API:

Via CSV file

If you've got a CSV file with your shop's order history, you can import it into E-goi.

1) Head over to your physical store management in E-goi and connect your store to E-goi. If you've already connected it, click the Upload file icon and choose your CSV file.

2) The CSV file must contain the following columns:

Check out our sample CSV to make things easier for you.
Field Example Description
order_id 123456 Unique order ID
order_status completed Status (created, pending, completed, cancelled)
order_date 2025-01-16 14:32:10 Order date (YYYY-MM-DD HH:MM:SS)
contact_identifier cliente@example.com Customer's email address
order_revenue 89.90 Total order amount
product_id SKU-987 Product ID
product_price 29.97 Unit price
product_quantity 3 Product quantity

 

 

Viewing orders in E-goi

1) Be sure Order Sync is enabled and working in your online store's E-goi integration.

2) Head over to the profile of a contact who ordered something from your online store.

3) Under the Orders tab of the Track & Engage section, you'll see the contact's order info.

3) You can click on each order to see details.

4) Under the Activity tab, you'll see your contact's action history, including when an order was made and updated.

 

Segmenting by order

1) Be sure Order Sync is enabled and working in your online store's E-goi integration.

2) On E-goi's contacts segmenting page, you'll find new segmenting criteria, such as Order date, Order status, Order amount, Products in this order  and more.

 

 

Frequently asked questions

 

Which E-goi integrations include Order Sync?

  • WooCommerce
  • PrestaShop (version 8)
  • Shopify
  • Magento Adobe Ecommerce

 

Can I import my site's current order history?

Yes. You can import the full order history for your online store. Each order info will be added to their matching contact in E-goi.

The more data your order history includes, the more you can hyper-target shoppers and do advanced analytics in E-goi.

 

Is order syncing for your integration plugins done in real time?

Not quite, but close. Orders in your store usually take a few minutes to sync up with E-goi.