Listrak's Shopify Plus integration allows you to configure SMS messages to send to customers about their Shopify Plus orders through Workflow directly in the Listrak Platform. Sending SMS-only transactional workflow campaigns allows you to:

  • Easily set up SMS campaigns in Workflow while sending emails through Shopify

  • Quickly configure messages

  • Test messages using split testing

  • Centralized SMS reporting

Learn more about creating an SMS-only transactional campaigns in Workflow and the elements you can use to customize campaigns. Follow this guide to send both SMS and email Transactional notifications in Workflow.

Setup

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.

SMS Message

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.

Coupon Step

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. Learn more about adding Coupons to workflow.

Split Testing

Easily split test 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 message reporting in workflow to see the impact on open rates, conversions, and other metrics.

SMS Message Design

Creating an SMS message in a Transactional Workflow is similar to creating a 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. Paste the Workflow variable tag into a message to display the contact-specific information. Any tracking applied to a 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:

[[Workflow.Variable default="defaultvalue"]].

E.g. [[Workflow:Order.DiscountAmount default="0.00"]]

A list of variables that can be included in each message can be found here:

Launching

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 SMS message sent from Listrak Workflow and can still receive emails from your Shopify Plus Platform.

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