Boost Your Shopify Store with EngageBay CRM Integration
Table of Contents:
- Introduction
- What is an Engagement Platform?
- Benefits of Integrating an Engagement Platform with Shopify
- Pricing Plans of Engagement Platform
- How to Connect Shopify Website to Engagement Platform
5.1. Account Settings
5.2. Integrations
5.3. Shopify Integration
- Syncing Existing Orders as Deals
- Connecting Your Shopify Store to Engagement Platform
- Installing Engagement CRM App on Shopify Store
- Verifying Successful Connection
- Conclusion
How to Integrate an Engagement Platform with Shopify
In today's digital world, customer engagement plays a vital role in the success of any business. Integrating an engagement platform with your Shopify website can significantly enhance your marketing, sales, and support efforts. In this article, we will discuss the steps to integrate an engagement platform with Shopify and the benefits it brings. So, let's dive in and explore this exciting opportunity to boost your online business.
1. Introduction
In this fast-paced business environment, connecting with customers and offering personalized experiences is crucial. An engagement platform is a one-stop solution that combines marketing, sales, and support functionalities to streamline customer interactions. By integrating this platform with your Shopify website, you can leverage its automation capabilities, send emails and SMS, and even provide customers with a live chat option. In this tutorial, we will guide you on how to integrate an engagement platform with your Shopify website and make the most of its features.
2. What is an Engagement Platform?
Before we delve into the integration process, let's take a closer look at what an engagement platform is all about. An engagement platform is a comprehensive tool designed to facilitate marketing, sales, and support activities. It offers features such as marketing automation, customer communication channels, and data analytics to help businesses effectively engage with customers at every stage of the buyer's journey. This platform consolidates various customer touchpoints and empowers businesses to leave a lasting impact on their target audience.
3. Benefits of Integrating an Engagement Platform with Shopify
Integrating an engagement platform with your Shopify website can offer numerous benefits to your business. Some of the advantages include:
- Streamlined Marketing: With marketing automation features, you can create targeted campaigns, segment your customer base, and send personalized messages to increase conversion rates.
- Enhanced Customer Support: Live chat functionality allows customers to reach out to your support team instantly, creating a seamless and convenient support experience.
- Improved Sales Efforts: Utilize data analytics and insights to understand customer behavior, identify potential leads, and optimize your sales strategies.
- Real-time Communication: Send automated emails and SMS to stay connected with your customers, keeping them informed about offers, updates, and promotions.
- Synced Data: Synchronize existing orders as deals on the engagement platform, ensuring a centralized system for managing customer interactions.
4. Pricing Plans of Engagement Platform
Before integrating an engagement platform with your Shopify website, it's crucial to understand the pricing plans available. The engagement platform offers multiple plans tailored to meet the diverse needs of businesses. These plans include:
- Free Plan: While the free plan offers limited features and excludes automations, it provides an opportunity to explore the platform's functionalities.
- Basic Plan: Starting at $12.74 per user per month, the basic plan offers advanced features such as automations, email and SMS sending capabilities, and shared chat options.
- Growth Plan: Priced at $42.49 per user per month, the growth plan provides additional functionalities like lead scoring, advanced reporting, and customer surveys.
- Pro Plan: With a starting price of $84.99 per user per month, the Pro Plan caters to businesses with larger customer bases. It includes features like predictive lead scoring, custom reporting, and priority support.
To avail a 10% discount on these plans, fill out the form provided in the video description. This discount will enable you to unlock the full potential of the engagement platform at a more affordable price.
5. How to Connect Shopify Website to Engagement Platform
Now let's proceed to the step-by-step process of connecting your Shopify website to the engagement platform.
5.1 Account Settings
To begin, navigate to the engagement platform's website and log in to your account. Once logged in, click on the profile icon and select "Account Settings" from the drop-down menu.
5.2 Integrations
In the account settings, you'll find a section called "Integrations." Scroll down to find the "E-commerce" option and click on it.
5.3 Shopify Integration
Within the e-commerce integrations, you'll see the option to integrate with Shopify. This integration allows you to add your Shopify store to the engagement platform seamlessly.
6. Syncing Existing Orders as Deals
When integrating Shopify with the engagement platform, you have the option to sync existing orders as deals. This ensures that your pre-existing data from Shopify gets synced onto the engagement platform. However, if you prefer not to sync this data, simply uncheck the corresponding option.
7. Connecting Your Shopify Store to Engagement Platform
To connect your Shopify store, click on the "Add Store" button. A prompt will appear, asking for your Shopify store URL. Copy the first part of your Shopify store URL (before ".myshopify.com") and paste it in the specified input field. Click on "Connect" to proceed.
8. Installing Engagement CRM App on Shopify Store
Upon submitting the store URL, an install screen will appear. This screen will inform you of the information the engagement CRM app requires from your Shopify store. To initiate the installation, click on the "Install App" button.
9. Verifying Successful Connection
After a successful installation, your Shopify store will be connected to the engagement platform. You can verify this connection by navigating to the "Apps" section of your Shopify admin panel. Under "Apps," you should see the engagement CRM app displayed.
10. Conclusion
Congratulations! You have successfully integrated an engagement platform with your Shopify website. By establishing this connection, you can unlock the full potential of the engagement platform's marketing, sales, and support capabilities. Leverage its automation features, personalized communication channels, and data-driven insights to enhance customer engagement and drive success in your online business.
In conclusion, integrating an engagement platform with Shopify offers immense benefits, including streamlining marketing efforts, improving customer support, and optimizing sales strategies. So, don't miss out on this opportunity to take your online business to new heights.
