Shopify

Customers and orders, synced automatically.

Shopify is the connector that gives Instasent the most to work with. Customers, orders and open checkouts come across, and from then on every purchase and every abandoned cart arrives the moment it happens. It's also the only ecommerce connector that gets a native abandoned-cart signal, which is what makes recovery messages land at the right time instead of a few hours late.

Shopify Plus uses this same connector — there's nothing extra to set up.

What it brings in

Real time

Imports your existing contacts
Everything already in your account comes across on the first sync.
Imports your existing orders
How far back the history goes depends on your plan.
Imports your latest open checkouts
How far back the history goes depends on your plan.
Receives events in real time
As soon as they happen in Shopify, not on the next pass.
Triggers automations
Real-time events can start a flow the moment they arrive.
Contacts stay in sync
Changes land in real time, not on a schedule.
Feeds your segments
Use the contact data and the events to segment your audience.
Generates the abandoned-cart event
Shopify doesn't send one. Instasent creates it from the checkout-start event after a few hours without activity.

Contact fields

The customer data this connector maps into your contact attributes.

Shopify Client ID
contact_id
Shopify Account State
state
Registered
Date of customer registration within the datasource. Will default to import date if not set.
createdAt
First name
User first name
name
Last name
User last name
lastNames
Mobile phone
User mobile phone. It will be enforced to be a valid mobile phone and suitable for sending SMS campaings
number
E-mail
Email address
email
Country
2 Letter ISO 3166-1 code. In case you send a full country name it will be converted automatically.
countryCode
Region
User region
region
City
User city.
city
Address
User postal address.
address
Zipcode
User zipcode.
postalCode
Tags
Client provided tags or tags associated to the data source
tags
Email marketing level
Use it if you track detailed marketing consent levels for your contacts, i.e: single, double, complain...
marketingEmailLevel
Email verified
Is the email verified? Use it when you have some sort of validation mechanism
verifiedEmail
Accepts SMS/RCS marketing
Marketing consent for SMS/RCS. When false, excluded from marketing but can still receive service and critical messages.
marketingSmsAccepted
Accepts email marketing
Marketing consent preference. When false, excluded from marketing but can still receive service and critical messages.
marketingEmailAccepted
Company
User company name.
company
IP
IP address
ip
Currency
3 Letter ISO 4217 code.
currency
Language
2 Letter ISO 639-1 code. In case you send a full language name it will be converted automatically.
locale
Shopify SMS marketing state
marketingSmsState
Shopify Email marketing state
marketingEmailState
Shopify SMS marketing level
marketingSmsLevel
Shopify Total spent
totalSpent
Shopify Average spent
averageSpent
Shopify Last spent
lastOrderSpent
Shopify Last order at
lastOrderAt
Shopify Orders count
ordersCount
Shopify Account Notes
note

Event triggers

The moments you can build segments and automations on. Each one arrives with its own code.

Order created
The contact has placed a new order. The checkout process completed successfully.
orders-create
Order updated
The order has been updated.
orders-updated
Order cancelled
The order has been cancelled.
orders-cancelled
Order paid
The order has been succesfully paid by the contact.
orders-paid
Order shipped
The order has been shipped to the contact address.
orders-fulfilled
Checkout abandoned
A checkout has been abandoned without been completed.
_checkouts-abandoned
Checkout started
A contact has initiated the checkout process.
checkouts-create
Checkout cancelled
The checkout process has been cancelled by the contact.
checkouts-delete
Checkout updated
The checkout process has been updated by the contact.
checkouts-update
Customer created / updated
Triggered when a contact is created or updated
customers-update+1
Customer deleted
Triggered on contact deletion
customers-delete

How you connect it

You authorize Instasent from Shopify itself: it opens their window, you sign in and grant the permissions. You never create or copy a key.

1
In Instasent, add Shopify as a data source.
2
Sign in to Shopify in the window that opens and grant access.
3
Instasent starts importing. The first sync runs on its own.

The step-by-step guide, the fields each connector maps and how consent is carried over live in our documentation. Read the setup guide

Once it's connected

Segment by real behaviour

What they bought, when they last bought, what they looked at and never came back to. The segment updates itself as new data arrives.

Send your first campaign

Message a segment directly, with RCS where the phone supports it and SMS everywhere else.

Trigger automations from events

An abandoned cart, a purchase, a form submission — the event arrives and the flow starts.

Ask Iris about it

Iris reads the data these connectors bring in, answers questions about your audience and prepares the campaign. You're the one who sends it.

Consent comes across with the contact

Marketing preferences are carried over with one rule: only an active opt-out becomes a refusal. Somebody who never said anything arrives with no preference set, not as a yes. It's the conservative reading, and it's the one that keeps you compliant.