The NextGen platform enables enhanced data syncing between the Listrak platform and Shopify. Email and SMS events can be synced between the two platforms to provide easier collaboration and data sharing.
Enabling the Data Syncs
Once the Shopify integration is installed within Listrak, you can enable the additional data sync settings.
💡 Each of these syncs can be enabled or disabled independently of one another.
Navigate to Integrations > Integrations Management.
Click on the name of your Shopify integration to open the settings.
In the Sync Data from Listrak to Shopify section, check off any or all of the boxes for data you would like to sync.
💡 If selecting SMS subscription status or events, select the specific short code you would like to sync. Only one short code can be selected per Shopify integration.
Click Update Settings to save these settings.
Once these settings are updated you will start or stop receiving the corresponding data types.
Sync Email Subscription from Listrak to Shopify
The Shopify to Listrak email subscription sync seamlessly transfers marketing consent status from Shopify to the Listrak platform. The process will run when initially enabled and then run every minute while the sync is enabled.
A sync occurs when one of the following conditions are met:
If contact in Listrak matches a customer record in Shopify and the marketing consent date is more recent in Listrak, the marketing consent in Shopify will be updated to reflect the most recent value.
If customer exists in Listrak but not in Shopify, a new customer record will be created in Shopify. The marketing consent value is set to subscribed.
The sync will occur for net- new subscribers to Listrak, unsubscribers, and re-subscribers who previously unsubscribed from marketing.
Sync Email Subscription from Shopify to Listrak
The Shopify to Listrak email subscription sync seamlessly transfers marketing consent status from Shopify to the Listrak platform.
💡 This process is forward-facing only. Existing Shopify customers will need to be imported.
A sync occurs when one of the following conditions are met:
If customer in Shopify matches a contact record in Listrak and the marketing consent date is more recent in Shopify , the marketing consent on the Listrak marketing list will be updated to reflect the most recent value.
If a customer exists in Shopify, but not in Listrak, a new contact will be created in Listrak. The contact will be subscribed to the marketing subscription list.
💡 If a customer consents to marketing and then places an order within 5 minutes, the customer will be subscribed to Listrak via the checkout subscription point.
Testing the Email Subscription Sync from Listrak to Shopify
Navigate to Contacts > Email Contacts Subscribe/Unsubscribe a Single Contact.
💡 You must be in the correct organization and the marketing list must display in the list navigation.
In the email field, add an email that is not currently on the list.
Click Subscribe.
Go to the store’s admin page in Shopify.
Navigate to the Customers section using the tab on the left hand menu.
Search for the contact that was created in Listrak.
If the customer exists, click into their record to view it.
If it does not exist, refresh the page and search again after a minute or two.
If they still do not exist, please contact support.
Once in the customer record, confirm the Email subscription box has a green bullet. This confirms the contact is subscribed as seen below:
Testing the Email Subscription Sync from Shopify to Listrak
Navigate to the store’s admin page in Shopify.
Navigate to the Customers section using the tab on the left hand menu.
Create a new Customer in Shopify.
Give this customer an email address that does not exist in Listrak.
Click the three dots in the upper right corner of the Customer panel on the right.
Click Edit marketing settings.
Check the checkbox for Customer agreed to receive marketing emails.
Click Save.
In Listrak, navigate to Contacts > Cross-Channel All Contacts.
💡 Select the correct domain and organization in the sidebar
Input the email address in the search box.
Select the email address from the drop-down.
Ensure that the email address is listed under the subscribed section in the Subscription section of the left sidebar.
If the contact exists, the search should return the result.
If it does not exist, repeat the search again after a minute or two.
If they still do not exist, please contact support.
Sync SMS Subscription from Listrak to Shopify
The Listrak to Shopify SMS subscription sync seamlessly transfers marketing consent status from Shopify to the Listrak platform. The process will run every minute while the sync is enabled.
A sync occurs when one of the following conditions are met:
If contact in Listrak matches a customer record in Shopify and the marketing consent date is more recent in Listrak, the marketing consent in Shopify will be updated to reflect the most recent value.
If customer exists in Listrak but not in Shopify, a new customer record will be created in Shopify. The marketing consent value is set to subscribed.
The sync will occur for net- new subscribers to Listrak, unsubscribers, and re-subscribers who previously unsubscribed from marketing.
Sync SMS Subscription from Shopify to Listrak
The Shopify to Listrak SMS subscription sync seamlessly transfers marketing consent status from Shopify to the Listrak platform.
💡 This process is forward-facing only. Existing Shopify SMS customers will not be synced to Listrak.
A sync occurs when one of the following conditions are met:
If customer in Shopify matches a contact record in Listrak and the marketing consent date is more recent in Shopify , the marketing consent on the Listrak marketing list will be updated to reflect the most recent value.
If a customer exists in Shopify, but not in Listrak, a new contact will be created in Listrak. The contact will be subscribed to the marketing subscription list.
💡 If a customer consents to marketing and then places an order within 5 minutes, the customer will be subscribed to Listrak via the SMScheckout subscription point.
Testing the SMS Subscription Sync from Listrak to Shopify
Navigate to Contacts > SMS Contacts >Contacts.
💡 You must be in the correct organization and the marketing short code must display in the list navigation.
Click Add Contact and select the Single Contact option.
Add a phone number that does not exist in Shopify and select the main marketing list.
Click Continue.
Enter any additional profile data - system or custom (not required).
Click Save to add contact (and data) to the sender code.
Go to the store’s admin page in Shopify.
Navigate to the Customers section using the tab on the left hand menu.
Search for the contact that was created in Listrak.
If the customer exists, click into their record to view it.
If it does not exist, refresh the page and search again after a minute or two.
If they still do not exist, please contact support.
Once in the customer record, confirm the Email subscription box has a green bullet. This confirms the contact is subscribed as seen below:
Testing the SMS Subscription Sync from Shopify to Listrak
Navigate to the store’s admin page in Shopify.
Navigate to the Customers section using the tab on the left hand menu.
Create a new Customer in Shopify.
Give this customer a phone number that does not exist in Listrak.
Click the three dots in the upper right corner of the Customer panel on the right.
Click Edit marketing settings.
Check the checkbox for Customer agreed to receive SMS marketing text messages.
Click Save.
In Listrak, navigate to Contacts > Cross-Channel All Contacts.
💡 Select the correct domain and organization in the sidebar
Input the phone number in the search box.
Select the phone number from the drop-down.
Ensure that the phone number is listed under the subscribed section in the Subscription section of the left sidebar.
If the contact exists, the search should return the result.
If it does not exist, repeat the search again after a minute or two.
If they still do not exist, please contact support.
Available Data
The following data can be synced between the platforms. The sync of this data is optional and one or all of the data types can be enabled or disabled in the Shopify integration.
Sync SMS Subscription Status
Sync Email Subscription Status
Sync Email Events
Email Sent
Email Opened
Email Clicks
Sync SMS Events
SMS Sent
SMS Clicks