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

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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.

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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.

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6. Finding Your Shopify Store URL

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

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”

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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

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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.

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10. Enabling Events & Assigning Templates

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

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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