Email & Marketing Automation for Shopify

1. In your Shopify admin interface, navigate to Add apps, on the appearing pop-up scroll down and click on Shopify App Store.

2. In the search box from the header of the Shopify App Store, search for theMarketer app then click on it.

3. Click the Install button from the Shopify App Store, and you will be redirected to your admin page where you will have theMarketer app ready to Install.

4. Now, log in to your theMarketer.com account and go to the Settings -> Technical integration page. Select & Copy your theMarketer Tracking Key, REST Key and Customer ID then go back to the plugin settings page and paste it in the specific fields.

5. Go back to your admin page in the Apps page and click the Install button from under Shopify App Store

6. You will be redirected to the connector page, where you will insert the data from bullet 4 from above and set the following options:

• Activate Cron Feed -> Disable option takes data in real time (best option for less than 2000 products), Enable option creates a cronjob with static file (the best option for more than 2000 products)
• Cron Update feed every (hours) -> default is 4 hours, the user has to decide how often needs the data to be updated
• Double opt-in setting -> options are Website/theMarketer (with Website the email address is sent to theMarketer after the client confirms it in the Website; for option theMarketer, the action is the other way around)
• Push Notification -> with theMarkteter the push notifications are active by default, if the client wants to disable them from the beginning, this is the place to do it
• Default Stock if negative Stock Value -> the default option is "Out of Stock" but the client can choose "In stock" or "In supplier stock" (because negative could be for preorders, it depends on the business)
• Allow orders export -> default is Enable, this is very important for the feed for 3 year historical orders for Loyalty settings and RFM analisys
• Trigger Selectors -> if the customer has custom classes for ad-to-cart button, they need to fill in the class
• Color Attribute and Size attribute -> the default option is "Out of Stock" but the client can choose "In stock" or "In supplier stock" (because negative could be for preorders, it depends on the business)