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Shopify plugin - Installation and setup

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Download the Shopify plugin

The Brevo plugin for Shopify allows you to synchronize your contacts and orders, improve the deliverability of your emails, create complex automated workflows, and more!

Install the Shopify plugin

Download the plugin

  1. Go to Shopify marketplace to install the free plugin.
  2. Click Add app. If you're not already logged in to your Shopify account, you will be asked to do so.
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  3. Click Install app.
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Connect your website to Brevo

If you're not already logged into a Brevo account, you'll see the screen below with three options:

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If you're already logged into Brevo, you can directly go to the Synchronize your contacts section.

Option 1 [Recommended] Option 2 Option 3

Sign up using your Shopify account's email 

This option is the quickest to get started with the Shopify plugin for Brevo as we'll re-use all the information (name, first name, address, company name, website URL, etc.) that you've already filled in on your Shopify account.

Once you've selected this option, a loading screen will appear while we are creating your Brevo account.

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💡 Good to know
A default password will be generated so that you can get started as quickly as possible. We will send you an email to change it and choose your own.

Once your account is created, click on Allow access to allow Brevo to fetch data from your Shopify account. Once done, you'll be redirected to your Brevo account.

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Synchronize your contacts

❗️ Important
We have released an update to our Shopify plugin. The updated version is available on install for new users. We are progressively migrating existing users to this new version.
In the new Shopify plugin, the Contact synchronization is gathered with Product and Order synchronization under Synchronization. Synchronization will automatically start when you install your plugin so no action is required on your part. You can view your synchronized eCommerce data in our eCommerce dashboard. To learn more, check our dedicated article Discover our eCommerce Dashboard.
All contacts will be synchronized, even blocklisted contacts, so that we can link the orders to the right contact. 
💡 Good to know
After the initial sync, synchronization will be done in real-time. This means that every time any of your Shopify contacts is updated, Brevo will know it and update your contact database accordingly.

While you get started with Brevo, we'll launch the full sync of your Shopify customer data. By default, Brevo automatically maps the following attributes between your shop and your Brevo account:

  • email
  • firstname
  • lastname
  • gender
  • phone number

More precisely, the Shopify plugin allows one-way sync of your contacts from your store to Brevo:

  • Changes made in Brevo won't be synced to your store, with one exception: the subscription/unsubscription status сan be synced to your store if the option is enabled.
  • Only contacts that have opted-in for email marketing will be synced. Contacts can opt in for email marketing by submitting the subscription form in your store's footer or by creating a Shopify account and agreeing to receive newsletters. Contacts that have opted-in can be found under Customers > Accepts Marketing tab in your Shopify store.

It may take a few minutes for the sync to finish, you'll receive an email as soon as the process is done.

Synchronize the status of your contacts

To sync the subscription/unsubscription status of your contacts to your store:

  1. In Brevo, click your name at the top-right side of the screen.
  2. Select Plugins & Integrations.
    shopify_select-plugin_EN-US.png
  3. Click My integrations.
  4. Select your Shopify integration.
  5. Click Synchronization.
    Capture_d_e_cran_2021-10-28_a__18.14.50.png
  6. To update the subscription status of your contacts both on Brevo and on your store, enable the Sync the state of contacts (subscribed/unsubscribed) option.PS_1.7_Contact_sync_2__1_a__1_.png
    💡 Good to know
    This option is unavailable if you connected your Shopify store for the first time to Brevo after June 1, 2022. The synchronization between Brevo and your store happens automatically; e.g., if your contact's status is Unsubscribed on Brevo, but they subscribe again from your Shopify store, their status will automatically be updated as Subscribed on Brevo. 

Manually map contact attributes

💡 Good to know
You can use a Brevo attribute only once when mapping data. It is not possible to map two or more store attributes to one Brevo attribute.

After the initial sync is done, you can choose to manually map other contact attributes:

  1. In Brevo, click your name at the top-right side of the screen.
  2. Select Plugins & Integrations.
    shopify_select-plugin_EN-US.png
  3. Click My integrations.
  4. Select your Shopify integration.
  5. Click Synchronization.
    Capture_d_e_cran_2021-10-28_a__18.14.50.png
  6. If it is checked, uncheck the Autoassign store contacts' attributes to Brevo contact attributes option.
  7. Click on Map attributes.
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  8. Select how you want to map your attributes by specifying which Brevo field will be synced with which Shopify field.
    In our example below, we choose to map Gender with GENDER.
    Capture_d_e_cran_2021-10-28_a__18.16.07.png
  9. Once you're done, click Save changes and resync.

Synchronize your orders

❗️ Important
We have released an update to our Shopify plugin. The updated version is available on install for new users. We are progressively migrating existing users to this new version.
In the new Shopify plugin, the Contact synchronization is gathered with Product and Order synchronization under Synchronization. Synchronization will automatically start when you install your plugin so no action is required on your part.
💡 Good to know
After the initial sync, synchronization will be done in real-time. This means that every time any of your Shopify orders is updated, Brevo will know it and update your contact database accordingly.

The Shopify plugin allows one-way sync of your orders from your store to Brevo. Once you have synced your contacts, we will automatically sync your orders. This will be very useful to send a targeted campaign based on customer spending, for example.

The following fields will be synchronized to your Brevo account as transactional attributes. You can view your orders by going to Campaigns > Contacts, clicking an email address, and checking the Transactions tab:

  • ORDER_ID (ID) - Displays the ID of the order purchased

  • ORDER_DATE (Date) - Displays the date of the order purchased

  • ORDER_PRICE (Number) - Displays the total amount of the order
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For each contact, our platform will calculate daily:

  • SHOPIFY_LAST_30_DAYS_CA - Total amount spent over the last 30 days = SUM[ORDER_PRICE,ORDER_DATE,>,NOW(-30)]
  • SHOPIFY_CA_USER - Total amount spent = SUM[ORDER_PRICE]
  • SHOPIFY_ORDER_TOTAL - Total number of orders = COUNT[ORDER_ID]

For further information on formulas, read this article.

Choose your subscription confirmation

To use Brevo to manage the opt-in settings for your store, enable the Use Brevo subscription confirmation options to manage opt-in settings option.

  • If this option is enabled, all new contacts that subscribe through your default form will need to express their consent to receive your emails. Once a contact confirms their subscription, they will be synced to your selected list. 
  • If this option is disabled but contact sync is enabled, all new contacts will be added to the selected list after submitting the form without any confirmation.

To choose your subscription confirmation:

  1. In Brevo, click your name at the top-right side of the screen.
  2. Select Plugins & Integrations.
    shopify_select-plugin_EN-US.png
  3. Click My integrations.
  4. Select your Shopify integration.
  5. Click Subscription Confirmation.
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  6. Enable the Use Brevo subscription confirmation options to manage opt-in settings option.
    Screenshot_2020-04-14_at_18.59.32.png
    Option 1 Option 2

    Double confirmation email

    If you decide to send a double confirmation email, contacts who submitted your default form will receive an email with a double opt-in link to confirm their consent. You can select the double opt-in confirmation email template or create your own.

    Screenshot_2020-04-14_at_20.37.17.png

    Confirmation page

    If the Confirmation page after clicking on the validation link in the email option is enabled, you can specify the URL to which customers will be redirected after clicking the link in your confirmation email. If you enable this option without specifying any URL, contacts will be redirected to the default Brevo thank you page.

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    Final email confirmation

    If the Final confirmation email option is enabled, contacts will receive a final email after confirming their subscription. 

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Track your visitors' actions

❗️ Important
We have released an update to our Shopify plugin. The updated version is available on install for new users. We are progressively migrating existing users to this new version.
In the new Shopify plugin, the Tracking script is automatically added and no action is required on your part.

To track your visitors' actions, Brevo embeds a tracking script (Brevo tracker) on your store which allows you to take advantage of Brevo's Automation feature and create automated workflows.

To start tracking your visitors' actions:

  1. In Brevo, click your name at the top-right side of the screen.
  2. Select Plugins & Integrations.
    shopify_select-plugin_EN-US.png
  3. Click My integrations.
  4. Select your Shopify integration.
  5. Click Behavior Tracking.
  6. From here, you have three options:
    • To track your visitor actions, enable the Allow Brevo to track visitor actions on your Shopify store website in order to use them for your marketing automation workflows option.
    • To get a log of pages visited on your store and build workflows to increase customer engagement, enable the Track the page visits option.
    • To track abandoned carts and build workflows to recover abandoned carts revenue, enable the Track the actions related to an abandoned cart option.
      Screenshot_2020-04-14_at_21.32.17asa__1_.png

Once these tracking options are enabled, you will find the following logs in your Brevo account under Automation > Logs > Event logs:

  • Page: when a contact visits a page on your website
  • Identify: when a contact is identified on your website
  • Track events: when a contact adds an item to their cart, empties their cart or makes a purchase.

The plugin will automatically pass 3 track events that can be used to create abandoned cart automation workflows:

  • cart_updated is passed when an item is added to a cart.
  • cart_deleted is passed when a cart is emptied.
  • order_completed is passed when the order has been made.

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💡 Good to know
A customer has to be identified by their email address to trigger a workflow, e.g. a customer who has logged into their account on your Shopify store or has created an account during checkout.

Start discovering Brevo

You don't need to wait for the contact sync process to finish to start discovering Brevo. We'll  suggest two options from here:

Option 1 Option 2

Create a welcome email

This option allows you to create a welcome email, which is an email automatically sent when a contact subscribes to your newsletter. To learn more about how to create a welcome email, check out our dedicated article Welcome Message: send a welcome email to your new contacts.

🤔 Have a question?

If you have a question, feel free to contact our support team by creating a ticket from your account. If you don't have an account yet, you can contact us here.

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