# Shopify Integration

### **1. What is the Shopify Integration & Why It Matters**

Shopify stores handle purchases, carts, checkouts, deliveries, etc.\
DoubleTick allows your business to send **automatic WhatsApp messages** to customers when these events happen.

For example:

| Shopify Action                       | WhatsApp Notification Example             |
| ------------------------------------ | ----------------------------------------- |
| Customer forgets to complete payment | “Hey Ruchi, you left items in your cart!” |
| Customer completes order             | “Order received!”                         |
| Order gets fulfilled/shipped         | “Your order has been shipped!”            |
| Purchase is completed                | “Hope you enjoyed shopping with us!”      |

These messages:

* Reduce abandoned carts
* Improve customer experience
* Help with brand recall
* Increase repeat purchases

DoubleTick does this **natively**, meaning:

* No third-party connector
* No coding or development
* No technical setup
* Fully automated once configured

***

### **2. What You Need Before Starting**

To complete this integration, you will need:

✔ A Shopify store\
✔ Access to Shopify admin dashboard\
✔ Access to DoubleTick web dashboard

➡ **No coding or development is required.**

***

### **3. Logging Into DoubleTick Web Dashboard**

Open your browser and go to:

> <https://web.doubletick.io/>

You will see the DoubleTick login screen.

#### **Steps**

1. Enter your **login number**
2. Click **Login**
3. Enter the OTP sent to your WhatsApp/Email/SMS
4. Click the green **Login** button again

Upon successful login, you will automatically land on the **Chats page**.

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### **4. Navigating to the Shopify Integration Section**

Inside DoubleTick:

1. Click **Settings**
2. Inside settings, click **Integrations**

Here you will see a list of native integrations provided by DoubleTick:

Click **Shopify**.

### **5. Connecting Your Shopify Store to DoubleTick**

After clicking Shopify, you may see a message like:

> “No events to show yet”

and a button:

> **Connect Shopify Website**

Click **Connect Shopify Website**

A pop-up box will appear asking for:

> Shopify Website URL

If you don’t know what this is — don’t worry — we will fetch it from Shopify now.

***

### **6. Finding Your Shopify Store URL**&#x20;

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Now, switch to a new browser tab and open your Shopify account.

Go to:

> <https://admin.shopify.com/store>

Login with your Shopify credentials.\
Once inside:

1. Click **Settings**
2. Click **Domains**
3. Under domains, you will see your **store link**

Example formats:

* mystore.myshopify.com
* shop.yourbrand.com
* [www.brandstore.in](http://www.brandstore.in)

This is the URL DoubleTick needs.

Click **Copy** next to the link.

### **7.  Pasting Shopify URL Into DoubleTick & Connecting**

Return to the previous tab with DoubleTick pop-up open.

1. Paste the copied Shopify URL into the field
2. Click **Connect**

What will happen next:

* DoubleTick will send a request to Shopify
* Shopify verifies and authorizes the connection
* System usually takes a few seconds

Once completed, DoubleTick will show a success message:

> “Shopify connected successfully”

***

### **8. Understanding Event Automations in DoubleTick**

Once Shopify is connected, you will see **four events** listed:

1. **Abandoned Checkout Reminder**

   This event triggers when a customer adds items to the cart, proceeds to checkout, fills all details (name, phone number, address, etc.), clicks **Proceed to Pay**, gets redirected to their payment app (e.g., Google Pay / UPI / Card), and then **backs out without completing the payment**.

   In simple words:

   > “Customer reached the payment page but didn’t pay.”

   This is a high-intent dropout stage, making WhatsApp reminders highly effective for recovering these orders.
2. **Order Completed**\
   (For successful purchases)
3. **Order Fulfilled**\
   (When order is packed/shipped)
4. **Follow-up After Purchase**\
   (For post-purchase delight)

Each of these allows you to:

* Enable/Disable
* Choose which WhatsApp template to send
* Decide **when** to send it
* Personalize using Shopify variables

***

### **9. Important Template Requirement (Must Read)**

DoubleTick does **not** provide pre-approved Shopify templates.

You need to:

1. Go to the **Templates** section in DoubleTick
2. Create templates for each of the 4 events
3. Submit for Meta approval
4. Once approved, return to this integration

This step is mandatory because Shopify triggers cannot send without Meta-approved templates.

***

### **10. Enabling Events & Assigning Templates**&#x20;

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Let’s take **Abandoned Checkout Reminder** as example.

1. Toggle the switch **ON**
2. A template dropdown will appear
3. Select your approved template
4. A timing box will appear

Example timing setup:

> **Send after:** 1 minute

This means:\
If customer abandons checkout, WhatsApp reminder will send 1 minute later.

Repeat these steps for other events.

### **11. Mapping Shopify Variables (So Messages Look Personalized)**

DoubleTick allows personalization like:

> “Hey Ruchi, your cart is waiting!”

Where **Ruchi** is not typed manually.\
It comes automatically from Shopify.

To enable this:

1. Scroll down to the template mapping section
2. Find placeholders (example: {{name}})
3. Click **Map to Shopify**
4. Choose corresponding Shopify field\
   Example: **order.billing.first\_name**
5. Click **Save**

Correct mapping ensures customers receive:

✔ Right names\
✔ Right product info\
✔ Right order details

Example outputs:

* “Order #12345 has been shipped!”
* “Hey John, your package is on the way!”
* “Your payment was successful!”

Without mapping, template may fail or send incomplete messages.

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### **12. Final Testing**&#x20;

To confirm everything works:

1. Place a test order in Shopify
2. Observe WhatsApp notifications
3. Verify timing & variable mapping
4. Check order status changes

This ensures automation behaves as expected.

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### **13. What Happens After Setup? (Automation Logic)**

Once configured:

✔ Shopify → Sends event webhooks automatically\
✔ DoubleTick → Receives event instantly\
✔ DoubleTick → Sends WhatsApp template\
✔ Customer → Gets auto notifications instantly

No manual work needed after setup.

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