Integrating with Shopify not only syncs your product and customer data to the Listrak platform, but also allows you to sync your Shopify segments and utilize them to target contacts in your Listrak emails and SMS messages.
Shopify Customer Segments
You can create Customer Segments in the Shopify admin under the Customers navigation. You can see any existing Shopify segments by visiting the Segments navigation item.
From the Segments page, you can see who created a segment, when it was last updated, edit the criteria and sync the data to Listrak.
Sync Customer Segments to Shopify
You can sync any segment you have created, or Shopify's default segments, to Listrak. These segments are not synced by default allowing you to keep things organized by only syncing relevant segments.
Sync Existing Segments
One the admin page, navigate to Contacts > Segments.
For the segment you would like to sync, click on the three dots and select Use Segment.
In the popup, select Create Listrak Segment.
Click Create Segment to confirm creation.
Sync a New Segment
One the admin page, navigate to Contacts > Segments.
Click Create segment.
Use Shopify's AI Segment Creator or the query creator to select your criteria.
Click Run Query once all your criteria has been added.
Click Save at the top of the screen.
Give your segment a name.
In the top right corner, select Use Segment.
In the dropdown, select Create Listrak Segment.
Click Create Segment to confirm creation.
Utilizing a Shopify Segment in the NextGen Platform
Drag a Shopify-created segment into the Include or Exclude section of the Audience Builder when creating an email or SMS broadcast message.
Select a segment when creating a segment entry event in the Targeting tab.
Select a segment when configuring a segment decision split path.
Utilizing a Shopify Segment in the Classic Platform
Contacts who are members of a Shopify Segment are identified by a checkbox that represents each individual Shopify segment.
Navigate to the list associated with the email you wish to send.
Navigate to a message or the Audience management page.
To access the criteria:
Select Profile Field Groups from the criteria type.
Select the Shopify Segments Required Fields group.
Select the specific segment you are using in the targeting.
💡 The numeric characters are associated with the ID of the segment in Shopify. Click on the name of a segment within the Shopify platform to see the ID appended to the URL.
Select Is Checked to identify contacts who are members of the Shopify Segment or Is Not Checked to identify contacts who are not members.
Click Update.
Add any additional criteria to the audience.
📖 New to creating Shopify Segments?
Check out some helpful Shopify resources on their segment builder.
How Can I Use Shopify Segments in Listrak?
Shopify Segments can be used when creating an audience for a marketing message, to trigger a Segment Entry Event Journey, or in a Journey Segment Decision Split.
Create a segment of in-store customers if using Shopify POS systems and send broadcast emails about upcoming in-store events or promotions. Shopify segments can be used to send broadcast messages in both the Listrak Classic and NextGen platform.
Combine Listrak's product-based segmentation with Shopify's collection-based segmentation to identify contacts who recently viewed items from a collection.
Create a segment based on a contact's RFM analysis (recency, frequency, monetary value).
Create a segment based on a radius from a location (shipping address or billing address).
Use a segment entry event journey to create a recurring reminder for anyone who has store credit to spend (must track store credit in Shopify). The segment entry event is only available on Listrak's NextGen platform.
Use a segment split in a post purchase journey to tailor messages based on order history (e.g. ordered 3 times within the last year and spent at least $500). Segment splits in Journey Hub are only available in the Listrak NextGen platform.
💡 Important Notes
Criteria for a Shopify segment can only be viewed and edited in the Shopify admin.
If the criteria of a Shopify segment is edited, the changes will be applied in Listrak. The segment will re-run and identify contacts who fit the updated criteria.
The edit function (3 dots) on the Segment Management page will not load for Shopify segments.
In the NextGen platform, a Shopify badge will show on the Segment Management page and in the Audience Builder to identify Shopify segments.
No Marketable Contacts will display when using a Shopify segment in a Journey Hub Segment Entry journey in the NextGen platform.
