Configure Shopify Transactional Messages

The Shopify Connector can send transactional email messages in response to some events that occur in the store. Bronto supports 4 transactional messages with Shopify.

Before you begin

There are requirements you must meet before you can start using transactional messages with Shopify:
  • You must have Shopify Plus.
  • You must have a Product Catalog populated in Bronto.

About this task

There are 4 types of transactional messages that are supported. These messages will not consider a contact's opt-in status when determining whether to send a message on your behalf. They are similar to the Notification section in Shopify and designed to take over the role of those notifications.
Notification Condition
Customer Account Welcome Customer creates an account
Order Confirmation A new order is created
Order Cancelled An order is canceled
Shipping Confirmation An order is fulfilled

To map Shopify transactional messages:

Procedure

  1. Go to Settings > Integrations > Connector.
  2. Find the Shopify connector and click Edit.
  3. Click Messages.
    Important: If you had a completed Shopify integration before this feature was added, you need to sync the connector for the new Messages section to appear. From the connector dashboard, 'sync' the connection. You will then be prompted to authenticate to update permissions of the app as expected.
  4. Configure the General Settings.
    These are the settings that will be the default for each transactional message.
    1. For Enabled, select Yes or No.
      Selecting Yes will let Bronto send the messages you have mapped. Selecting No will prevent your mapped messages from being sent until you choose to enable the messages.
    2. From E-Mail
    3. From Name
    4. Sender Authentication
      Sender authentication will sign your message with DomainKeys/DKIM (an authentication method that can optimize your message delivery to Hotmail, MSN, and Yahoo! email addresses).
    5. Fatigue Override
      The delivery can be sent even if it exceeds frequency cap settings for a contact. For more information on Fatigue Override, see Email Frequency Caps Override
    6. Reply Tracking
      Enabling Reply Tracking will store a copy of all replies to your messages on the Replies page. You may find this option convenient if you need someone other than the email address in the From line to read replies, or simply want the application to store replies. For more information on Reply Tracking, see Email Replies
    7. Reply-To
  5. Click the Create New Message Mapping button.
  6. For Name, choose a name for your message.
  7. For Bronto Message, select the message you want to send or select Create New Message in Bronto.
    Note: If you choose Create New Message in Bronto, a blank message will be created for you. However, you will need to find this message (Messages > All Messages) and design it.

    Some transactional messages will populate data about the event that has triggered the message. For information on those message tags, see Shopify Message Tags

  8. For Reply-To, Use Default box is already checked. If you want to use a different Reply-To address, uncheck the box and enter the address.
  9. For Shopify Event Type, select the Shopify event that will trigger this message.
  10. Optional: Click Advanced Options.
    If you do not want to use the General Settings for Sender Authentication, Fatigue Override, Reply Tracking, From E-Mail, or From Name for this message, uncheck the Use Default box and enter the value you want to use.
    • For Whitelist for Testing, add the email address(es) you want to send the test message to.

      When you are ready to send messages to your contacts, remove the email addresses from the Whitelist for Testing field.

    Note: To avoid double sending, you must contact your Shopify Merchant Success Manager (MSM) to disable any notification that the Shopify Connector will take over. MSM contact info can be found in your Shopify Plus account under Settings > Profile.
  11. Click Save.

Results

Now when Shopify triggers one of these transactional messages, the message you created and mapped in Bronto will be sent.