Configure Shopify Opt-Ins

You can configure Shopify Connector to use the Shopify accepts_marketing flag to identify contacts who have opted-in to marketing and import these contacts with an onboarding status.

About this task

By default, imported Shopify contacts have a transactional contact status. However, on the Opt-Ins page you can configure the connector to use the Shopify accepts_marketing flag to identify contacts who have opted-in to Shopify marketing. If Opt-Ins is enabled, customers with the Shopify accepts_marketing flag are imported with an onboarding status and can be marketed to. Shopify customers without the flag are still imported as transactional contacts.

The check box tied to the Shopify accepts_marketing flag is always present on a Shopify checkout page. If the box is not checked when the contact makes a purchase, the contact will have the accepts_marketing flag removed from their account, even if they previously opted-in. When the accepts_marketing flag is removed (the box is unchecked) in Shopify, Shopify sends this information to Bronto and the contact's status is switched from active/onboarding to transactional, which means the contact will not receive marketing emails.

You can use Shopify Opt-ins with Shopify Data Sync to keep your Shopify and Bronto contact field data in sync. With Shopify Data Sync, when you update a Bronto contact record with a matching email address in Shopify, Bronto will send an update to Shopify with any field data updates.

Note: If you want to test these settings before you start an import, make sure Test Mode is set to Yes.

Procedure

  1. Go to Settings > Integrations > Connector.
  2. Locate the connector you want to work with and click its Edit link.
  3. Click Opt-Ins.
  4. Set Enable Connection to Yes.
  5. If you want to add these contacts to a list, select the list(s) from Add Opt-Ins to List(s).
    If you need to add a new Bronto list, select Create New List in Bronto.
  6. If you want to remove these contacts from a list, select the list(s) from Remove Opt-Outs from List(s).
  7. Click Save Changes.
    Note: If you want to test these settings before you start an import, go set Test Mode to Yes.