How Seguno integrates with Shopify

Let's start by understanding how Seguno integrates with Shopify. We make email marketing easy by using the core aspects of your Shopify business and keeping you productive in the admin. This article will help you understand what data Seguno is using in your account.

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Customers

Seguno uses your existing customers in Shopify to manage your subscribers. The " Accepts email marketing" attribute on the Customer record indicates to Seguno who is an eligible recipient.

To see if someone is a subscriber, go to the Customers tab and find their record. Here, we can see that Mikey has given permission for you to send him email marketing.

Warning

Subscribing customers without their consent is a quick way to end up in the SPAM folder. If a recipient isn't expecting your emails, they are more likely to file a complaint with their email provider. A complaint rate above 0.1% can be enough to raise a red flag with most email providers.

Seguno also allows you to use your Saved Searches to target or exclude specific groups of subscribers. Apply any combination of tags and filters to identify the desired group in your Shopify Customers table. Once you've applied all your criteria, be sure to save the search and give it a clear name - you'll reference this when scheduling your deliveries.

Tip

Create the Saved Search for Recent Buyers within 7 days to exclude if you're sending a flash sale newsletter to protect your sales margins and avoid customer service requests. Other great Saved Searches are for "New Non-Buyers", "Single Order", and "Multiple Orders".

Note

Seguno will automatically apply the criteria for "Accepts email marketing" when sending to any Saved Search. This is the most common reason that the actual number of customers targeted is lower than the total customers in a Saved Search.

Learn more about how to manage your Customers in Shopify here.


Orders

Seguno uses your Orders to identify trigger events and send automated marketing messages. Line items, order date, and fulfillment status and fulfillment date are used in the content and settings for the following commerce automations:

  • When a subscriber has an Abandoned Checkout
  • When a subscriber has made their First Purchase
  • When a subscriber has made a second purchase and becomes a Repeat Purchaser
  • When a subscriber has made an order that is eligible for a Review Request.
  • When a subscriber with at least one previous order becomes a Lapsed Purchaser

Order line item data is only accessible during a triggering event. Newsletters do not support including previous order data.

Note

Seguno's Abandoned Checkout automation functions independently of Shopify's Abandoned checkouts under the Orders tab. Shopify will also continue to control and send the required transactional messages found in Shopify's Settings>Notifications.


Products

Product data is used to enhance Newsletters and Automations by pulling in the images and attributes. By default, Seguno filters products for in-stock status to be available for email. If your products have variants, Seguno will use the first in-stock variant for that product.

In your Newsletters, we use Product information in the Featured Products, Product List, Featured Collection and Collection List sections. Attributes available to include in Newsletters are:

  • Title (required)
  • Image
  • Vendor
  • Price
  • Compare at price
  • Add to cart link
  • View product link (required)
  • Description

Tip

If you're using Shopify's Product Reviews app, star ratings can also be shown in your Seguno emails. Seguno can also send an automated Review Request. To exclude a product from the Review Request, apply the tag "skip-review-request-email" to that product.


Discounts

Seguno can include active discount codes for Newsletters and Automations. All discount details for type, value, requirement, eligibility and expiration date are set when creating the Discount in Shopify. Details will automatically be included in your messages and codes will be applied when a contact clicks any link in the received message.

Before including a Discount Code in your Newsletters or Automations, be sure it is marked as Active and will not expire before your customers can use it.

Tip

If you're planing to include a discount code in your Automations, create a unique code for each Automation type for better usage tracking and do not set an expiration date in the price rules. Seguno's Automations can apply rolling expiration dates for unique codes code.

Seguno can also generate unique discount codes to include in your email. Unique codes will roll-up to the same discount and follow all terms and conditions as if it was the general code.

Tip

Using unique codes is a best practice helps keep your discounting limited to who you intended it for.

Marketing

Your Shopify Marketing dashboard can be used to create new campaigns and review reports for your Seguno Newsletters and Automations. Reporting can be accessed for the specific Newsletters and Automations in Seguno or can be reviewed as part of your overall Activities in the marketing overview.

You can also quickly create Newsletters in a streamlined editor by selecting Create campaign from your Marketing Overview page. The simplified editor supports a basic template and scheduling your send. Once saved, you can customize the content further by editing in Segno.

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