Listrak's Shopify Plus integration allows you to configure and send transactional email and SMS messages though Listrak instead of Shopify. Some of the key benefits include:
- Easy setup using our Workflow tool
- Ability to split test messages
- Utilize drag and drop Composer tool for fast setup and easy updating
- Centralized reporting
- Increased overall deliverability
- Easily add Listrak Product Recommendations to some of the highest converting messages.
Learn more about the types of elements that are available when creating a transactional workflow and some considerations when creating a Shopify Plus campaign.
If you have integrated your Shopify Plus store with Listrak, Shopify Plus transactional message events can be configured in Workflow. For best results, Shopify Plus should be integrated using Listrak's Shopify Public App. Learn more about how to upgrade to the most recent version of the Shopify Public App if you are using the Listrak Private App or an older version of the Public App.
If you are unable to upgrade to the new app, you will need to adjust your Shopify API permissions in order for customers to receive transactional notifications. Learn more about updating your Shopify API permissions.
When creating a New Workflow in the Workflow channel the transactional section of the event selector will display all of the available transactional events.
Workflow will enter a customer into the workflow when Listrak receives information from Shopify Plus that a customer is eligible for the specific type of message by taking an action, such as placing an order, or because action has been taken on their order, such as shipping or delivering it. Customers may enter the workflow more than once if their order is updated multiple times, such as partial shipments. Any dynamic elements in the messages will reflect only the products included in the partial update.
Adding Workflow messages
After you have selected the Workflow event you will begin to build your workflow and messages.
To add an Email message, drag the Email element onto the workflow canvas. When creating messages be sure to select the Transactional list in the properties panel. If you do not have a transactional list, you can create one.
To add an SMS message, drag the SMS element onto the workflow canvas. In the properties panel, select the shortcode.
Using the same shortcode as your marketing list can be a great way to grow your marketing list, however, if a customer opts out of receiving messages from this shortcode, they will opt out of both marketing and transactional messages.
To allow contacts to opt out of one campaign without impacting additional campaigns, provision a unique shortcode for each campaign type. Provisioning one shortcode for marketing messages and a second for transactional messages allows contacts to opt out of one campaign but not the other.
Adding a coupon to your message is as easy as dropping the Coupon action onto the Workflow and selecting your coupon pool. Coupons in transactional messages are a great way to incentivize repeat purchasers due to their typically high engagement rate.
Easily split test subject line and preheader or message content with a random decision split. The random decision split allows you to send a percentage of contacts down one experience and send the remaining contacts down a different experience. You can use the available message reporting in workflow to see the impact on open rates, conversions, and other metrics. An email should be included in all paths of a split to ensure contacts will receive communication about their order.
Transactional messages use Workflow variable tags to display personalized data in Workflow messages. Paste the Workflow variable tag into a message to display the contact-specific information. Any tracking applied to an email or SMS message will be appended to variable tags that include links.
When configuring a variable tag, you can set a default value if a value is missing. You can append the default value after any workflow tag using the following format:
E.g. [[Workflow:Order.DiscountAmount default="0.00"]]
A list of variables that can be included in each message can be found here:
- Customer Account Welcome
- Order Confirmation
- Order Cancelled
- Order Refund
- Shipping Confirmation
- Shipping Update
- Shipment Out for Delivery
- Shipment Delivered
Email messages can be created directly in Workflow. Order variables can be added to an email, as well as additional Composer elements such as Saved Content or Dynamic Content.
Composer Iterative Blocks
Workflow email messages are built using Listrak Composer and take advantage of a new feature in Composer, Iterative Blocks. Iterative Blocks allow Composer to populate and display item details for the individual recipient's order. For example, a customer who purchased one item will see one item, while a contact who purchased three items would see all three items.
When creating a transactional message for Workflow there is a new personalization option. Based on the type of Workflow entry event you select, the personalization option will reflect the type of message you are creating. These iterative personalization blocks will display placeholder data to allow you to style elements of the design. When the messages are sent, the number of items displayed in the email, as well as their properties, will be based on an individual customer's information. To utilize the Composer Iterative Block the messages must be created within the Workflow builder.
To add an iterative block into the message, drag a personalization component onto the canvas. The personalization component available will be based on the entry event you selected when creating a Workflow.
The following properties can be be customized in the item design
- Price / Discounted Price
- More Item Details, such as SKU, Size, Color, and more.
These elements will be available based on the information provided by Shopify. When populating the image in an email, an image of the specific product a customer purchased (eg: color or style) will be used, if provided. If an image of the specific product is not provided a master product image will be used.
Enable or disable an element by utilizing the checkbox next to the element title. Some elements are required for certain message types.
Adjust the properties for each element, such as font family, image size, and font color.
Creating an SMS message in a Transactional Workflow is similar to creating an SMS message for an individual campaign or in another workflow. Order level workflow information tags, such as tracking links or order number, can be included in SMS messages. Iterative block information about products is not able to be included in an SMS message.
Before you enable any transactional workflows in Listrak you will need to disable your default Shopify Plus transactional messages. Disabling notifications will differ based on the type of notifications you are sending via Workflow.
Learn more about disabling default Shopify notifications in this guide. Please review these instructions carefully and discuss with your Customer Service team or Fulfillment team during the development process to ensure that customers receive a single message sent from Listrak Workflow.