Knowledgebase: Modules

How Do I Integrate my Store with Drip?

 

Shift4Shop's integration with Drip makes it easy for you to send subscriber information from your Shift4Shop store to your Drip account. Once there, the subscribers can be included in your Drip campaigns and broadcasts.

You can integrate your Shift4Shop store with Drip using the following steps:

Note
You will need to have a Drip Account prior to integrating your Shift4Shop store to the service. If you don't yet have an account with Drip, click here to sign up for their free start plan!

  1. Log into your Shift4Shop Online Store Manager
  2. Using the left hand navigation menu, go to Modules
  3. Once there, use the top search bar to locate and expand the "Drip Integration" module
  4. Then, click on the "Settings" link

You will be presented with a page that contains a button to initiate the onboarding process. This button will be used to connect your Shift4Shop store to your respective Drip account.

  1. Click on the "Initiate Onboard Process" button

A small popup window will appear with fields for your Drip login email and password.

  1. Enter your Drip credentials in the provided fields and click "Sign in to Drip"

The page will now ask you to Grant access to the Shift4Shop application. If you have multiple accounts set up on your Drip login (for multiple websites), select the applicable account from the "Choose an account..." drop down menu

  • Once you're ready to grant access, click on the "Authorize" button to complete the integration.

After you've completed the onboarding process described above, the module page will refresh with the following settings:

  • Subscriber Tags (Comma Separated)
    Tags entered here will be added to your subscriber data when it is sent over to your Drip account. These tags can be used to trigger automation rules that you've created on your Drip account. You may specify multiple tags by separating each tag with a comma.
  • Synch Subscribers
    Mark this checkbox to synchronize your store's subscribers with your Drip account.
  • Synch Shopper Activity
    This checkbox will send your store's shopper activity to your Drip account.

What is Synchronized?

When marking the "Synch Subscribers" checkbox, the Shift4Shop store will send over its mailing list subscriber information. This includes customer records that are actively subscribed to your mailing list as well as site visitors who have chosen to subscribe to your mailing list (but might not necessarily have a customer record yet). Furthermore, when a purchase is made on your store by one of the synchronized email addresses, your store will also send this info to Drip as an "event" denoting that they've made a purchase and the order's basic details (Order number, product, etc)

When marking the "Synch Shopper Activity" checkbox, the store will send the following activity details to your Drip account. This includes:

  • Cart Activity
    Any not completed carts that have an email address or customer ID associated with it (for cart recovery emails).
  • Order Activity
    All new orders placed by the customer, allowing you to monitor the customer's Lifetime Value (LTV) on Drip. Canceled orders will also be used for this purpose.
  • Product Activity
    When products in the customer carts are updated (for example price changes), these will be sent to your Drip account so you can send price drop emails.
    (Note for products with advanced options, the advanced options must have product codes specified to differentiate them as variants of the product)

Along the right hand side of the page, you will see your store's Synchronization Status indicating how many mailing list subscribers have been sent to your Drip account. When selecting the Shopper Activity option, the page will display this information as well. Please note that the shopper activity information will fluctuate as the script runs - due to the activity updating. (i.e. carts being completed, new orders appearing, etc.)


Disconnecting the Integration

If you have any need to disable the integration, simply click on the "Disconnect" button located at the top right of the page to clear out the onboarding process.


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