Shopify Marketing

Achieve workflow automation by linking your Shopify store with Chatman

Prerequisites to connect Shopify to Chatman:

1. Shopify Account: Ensure that you have an active Shopify account, as you will need the necessary credentials and permissions to access your Shopify store's data.

2. API Credentials: Obtain the API credentials (API key and API secret) from your Shopify account. These credentials will be used to authenticate and access data from your Shopify store.

3. Permissions: Verify that your Shopify API credentials have the required permissions, such as read access to products, orders, and customer data, depending on the specific functionality you want to implement with Chatman.

4. Webhooks Configuration (Optional): If you plan to use webhooks for real-time updates from Shopify, configure the necessary webhook endpoints in your Chatman platform to receive Shopify event notifications.

Webhooks

Integrate Shopify With Chatman

1. Go to Shopify and click Start free trial. Enter your email address, password, and store name. Click Create your store.

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1. On the next page, enter some information about yourself and your business. Click Next.

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1. On the Add an address page, enter your store’s address and phone number. Click Enter my store.

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1. You have now created your Shopify account and store. To get your shop URL, look at the address bar of your browser.

It should be something like https://your-store-name.myshopify.com. You can also find it in the Home section of your Shopify admin, under the Store details card.

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1. To get your admin access token, you need to create a custom app in your Shopify admin. Click Apps in the left sidebar, then click Manage private apps.

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1. Click Create new private app, and enter a name and an email address for your app. In the Admin API section, select the permissions that your app needs to access the store data. Click Save.

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1. You will see a confirmation dialog that warns you about the risks of creating a private app. Click I understand, create the app.

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1. You will see your app’s API credentials, including the API key and the password. The password is your admin access token. You can use it to make authenticated requests to the Shopify API. Copy and save it.

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1. You have now completed the steps for creating a Shopify account and getting the shop URL and admin access token. You can use them to build your online store or integrate with Chatman.

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1. Open Chatman and go to Settings > External Protocols > Applications.

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1. Under Shopify tap on the Connect button.

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1. Enter the Shop URL, Shopify admin access token, and tap on the Install App button.

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You have successfully integrated Shopify with Chatman. You can now use Chatman to send track orders, cancel order, return order and more through Shopify.

Events

Select the incoming events that you want to trigger in real-time.

Different Types Of Settings:

Abandoned Cart Recovery:

Recover abandoned carts by reaching your customers on WhatsApp.

Set up the time frame for triggering an event after a customer has abandoned their cart. This timeframe can be configured with a minimum of 5 minutes and a maximum of 100 days.

Order Cancellation:

Let your customer cancel the order via WhatsApp and also claim their refund.

Time Zone: Select the store time zone.

Restock: Automatically restocks the products when the customer cancels the order.

Tag Order: Automatically tags the order as "Customer Cancel" after the customer cancels the order. Also, tag the order as "Cannot cancel" if the order has a product with the tag as "Cannot Cancel"

Email Notification: Send an Email notification to the customer for canceling the order.

Cancellation Reason: Send a message with an option to select the reason for cancellation.

Time Limit: Select the time limit to cancel the order once the order is placed.

Return Order Request:

Time Zone: Select the store time zone.

Tag Order: Automatically Tag the order as "Customer Return " and also tag the reason for the return if "Return Reason" is enabled. It will also tag the order with "Cannot-Return" if the order contains a product that has the tag "Cannot-Return.”

Email Notification: Send an email notification when a customer asks for a return.

Initiate Refund: Initiate workflow to process a refund of an item.

Cancellation Reason: Send a message with an option to select the reason for cancellation.

Notify customer: An email is dispatched to the customer upon their initial submission of a return request, and they await your approval.

Time limit: Set up the return deadline.