Steps to connect your Shopify Ecommerce store with Serri OS

Want to connect your Shopify store with Serri to automate useful notifications like Order confirmation, delivery updates, payment reminders & more?

To connect your Shopify store with Serri, you need to do these two things:

• Get API Access Token & API Secret Key from Shopify Store

• Setup Shopify store in Serri App

To create your Access Token & API Secret key from Shopify, refer this doc first👇

How to create Shopify Access Token & API Secret Key from Shopify

Created the Token & API Secret Key? Great!

Let's integrate your Shopify store with Serri.


Connect your Shopify store with Serri

1. Go to Ecomm+ to set up the Shopify store

To connect your Shopify store with Serri, go to the all-new Ecomm+ & click Store Set up.

2. Add your Shop name, Access Token & API Secret Key

Now, copy-paste your Shopify Shop Name & the Access Token and API Secret Key which we procured above & click Connect.

If the details you entered are correct, you'll see the Shopify status as Connected

3. Let's Set up messages you wish to automate

Next, after clicking Connect, you'll redirect to the Set up messages section where you'll need to approve WhatsApp template messages to automate from your Shopify store on WhatsApp.

Relax, we got you covered! We've placed 12 super useful Ecommerce Templates covering use cases including Abandoned Cart Reminders, Order Confirmation, COD Order Confirmation, Order Feedback, Order Cancelled and many more messages.

Review the messages that meet your business needs & submit them for approval.

If you wish to edit your templates, click the Review & Submit button.

Note: For GoSwift and Zecpe checkout, you need to set the Abandoned Cart Checkout URL to "https://wa.Serri.com/${{FullAbandonedCheckoutUrl}}" instead of the default "https://${{shop-domain}}/${{PartialAbandonedCheckoutUrl}}" when submitting the template.

5. Edit the Template messages, if required

Clicking Review & Submit will open the Template edit field where you can customise the message as per your requirements.

You can edit the Template Category, name, type, language, format & CTA/ Quick replies.

Note: If you edit the template, make sure to Submit the template message for approval.

6. Submit the messages

After final edits, click the Submit all button to submit the template messages for approval.

Note: If you don't want to approve all template messages, manually review & submit the required template messages.

7. Pending Templates

The messages you submit will go under the Pending status & in most cases get approved instantly. In some cases, it might take 15 minutes - 3 hours.

Refresh the app to view the approval status.

You can view the messages pending for approval below the status section.

8. Enable approved templates

Once the messages get approved, you'll need to Enable them to start your Shopify messaging flow.

In case the messages get rejected, you'll need to re-submit them for approval.

Note: For GoSwift and Zecpe checkout, you need to set the Abandoned Cart Checkout URL to "https://wa.Serri.com/${{FullAbandonedCheckoutUrl}}" instead of the default "https://${{shop-domain}}/${{PartialAbandonedCheckoutUrl}}" when submitting the template.

9. Message Flow enabled

Once you enable your message templates, the message flows will go live.

This means that if a user initiates an action on your Shopify store, e.g. let's suppose a user adds your product to the cart but does not purchase. Since your Abandoned Cart flow is live, the user will receive an Abandoned Cart reminder notification on WhatsApp motivating them to complete their purchase.

10. Edit the template, if necessary

Now, let's say you wish to edit your messaging flow. You can do this easily by clicking the pencil icon & making the necessary changes.

11. After final edits, enable the flow

Once you make the final edits, Enable the flow once again.

Congratulations!!🎉

Your Shopify flow is ready & enabled.

12. Track Analytics by clicking the Graph icon

To track your message analytics, click the Graph icon as shown in the image below.

13. Monitor Analytics for Shopify Campaigns

Clicking the graph icon will take you to the Campaigns page where you can monitor the analytics for the particular campaign.

You can also retarget these users based on whether the message was Sent, Delivered, Read, Clicked, Replied or Failed.