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Kit + Shopify

Use the Kit app to natively embed your Shopify products, sync your customers, and trigger automations based on buyer behavior.

Updated yesterday

Shopify is one of the most popular e-commerce platforms to sell any physical goods, like your own line of products and branded merchandise.

Connect your Shopify store with your Kit account and use email automation to drive more personalization and sales.

Getting started with Shopify

To use the Shopify app, you need to:

  1. Have a Shopify account

  2. Have a Kit account. Syncing subscribers and purchases is available on all Kit plans, but you'll need a paid plan to add Shopify products to your emails and set up automations that involve the Shopify app.

How to install the Shopify app

  1. Log in to your Kit account

  2. Click Automate > Apps in the top navigation

  3. Find the Shopify app, and click Install

  4. Enter your Shopify site domain, and then click Install app

  5. In Shopify, grant access to install the app by clicking Install

  6. Click Link with Kit

  7. In Kit, select the Kit account to link with your Shopify store, and then click Grant access to Shopify

  8. Choose whether to import all previous Shopify buyers as Kit subscribers (see below)

Once you’re done, your Shopify and Kit accounts will be connected.

New tags and synced subscribers

Shopify customers who have purchased at least one product from you will be synced to your Kit account.

Your existing purchases will also be synced if you opted in for purchase history import upon installation.

Product Tags

In Kit, your customers will have Product Tags named after the products they've purchased from your Shopify store.

View these Product Tags under the All Products section in the right sidebar of the Subscribers page.

"Shopify-No Marketing" Tag

Customers who opt out of marketing in Shopify will have that preference preserved in Kit.

To do this, we create a “Shopify-No Marketing” Tag in your Kit account and tag every Shopify customer synced to Kit with this Tag. This is unless the customer has checked the box on your Shopify checkout page to allow marketing emails:

You can then exclude these subscribers from future emails using the "Shopify-No Marketing" Tag.

Excluding consenting Kit subscribers from being tagged

If an existing Kit subscriber makes a purchase on your Shopify store and doesn't check the box to allow marketing emails, they, too, will receive the "Shopify-No Marketing" Tag.

You may want to identify these subscribers so that you don't exclude them from your emails. After all, they were already a consenting, confirmed subscriber on your email list before making the purchase.

Here's how to do this:

  1. Tag all subscribers on your list using a bulk action with a Tag named, e.g., "Existing Subscribers"

  2. Integrate Shopify with Kit using the steps above

Create a Segment of subscribers who have the "Shopify-No Marketing" Tag but don't have the "Existing Subscriber" Tag, as follows. If the "Shopify-No Marketing" Tag doesn't exist in your account yet, create it manually first, spelling it as "Shopify-No Marketing."

This way, the Segment will include only the subscribers who didn't opt in to your emails when placing Shopify orders and weren't already subscribers before you integrated Kit with Shopify.

You can then exclude this Segment of subscribers from receiving future emails.

See your Shopify purchase data in Kit

Once you’ve installed your Shopify app and opted in to importing your purchase history in Shopify, you’ll be able to see your Shopify revenue information directly in your Kit account.

To do this, go to the Subscribers page and click the Purchases tab. You'll see a chart of all purchases on Kit and any other ecommerce tool you’ve connected your account to:

Adding Shopify products to your emails

NOTE: You'll need a paid plan to add Shopify products to emails.

Access your Shopify products, collections, and favorites from the email editor to easily promote them to your subscribers.

Here's what these options mean:

  • Shopify product: Add a single product from your Shopify store

  • Shopify collection: Add a collection of products you’ve created in your Shopify store

  • Shopify favorites: Add your best-selling Shopify products

Open or create a new Broadcast or Sequence email in the editor and click the part of your email where you want to add your Shopify content.

Type "/shopify" and select the relevant Shopify content block to add. Alternatively, click the + button to the left to open the content block menu, and then select the relevant Shopify content block.

After adding the content block, select the product, collection, or favorite (as relevant) to display in it.

If you're selecting a Shopify product with multiple variants, choose which variant to display in your email. Otherwise, we’ll show the first variant by default.

Customization of Shopify content

Once you’ve added Shopify content to your email, you can customize its look (fonts, colors, and more) in the right sidebar.

You can also customize the content's:

Format

Choose between the Compact and Stacked display format.

The Compact format is the default format, and it's a two-column layout with the product image to the left and the title, price, description, and buy button to the right.

The Compact format looks like this for a single product:

And it looks like this for a collection or favorites:

The Stacked format is a one-column layout with the product image on the top, followed by the title, price, description, and buy button.

It looks like this for a single product:

The Stacked format looks like this for a collection or favorites:

Number of visible products

This option is available for Shopify collections and favorites.

By default, your email will display eight products in the collection or favorites. If your collection or favorites has fewer than eight products, the email will display the maximum number of products instead.

You can customize the number of products to display, with the minimum number being two.

Set up automations based on subscriber purchase behavior

NOTE: You'll need a paid plan to set up automations that involve the Shopify app.

The Shopify app lets you use the event of a subscriber purchasing a Shopify product to trigger Visual Automations and Automation Rules in Kit.

Visual Automations

Visual Automations you can create that involve the Shopify app include automations for:

To set up a Visual Automation, go to Visual Automations under the Automate tab in the navigation. Click the + New automation button on the right:

Click the Start from scratch button to open a blank new Visual Automation.

Click Start building to build your Visual Automation. To build a post-purchase thank you email automation, for example, select the Shopify option as your Visual Automation's entry point:

NOTE: The Product purchased > All integrations entry point does not include Shopify. If you want to trigger Visual Automations based on Shopify product purchases, you'll have to do it through the Shopify option described above.

Then, select the Product purchased entry point.

You'll see drop-down options to choose the product type:

Once you choose "A product" or "A product from a collection," you'll be able to multi-select the products you want to trigger the Visual Automation for.

If you want to trigger the automation for any purchase, select "Any product."

From here, you can set up your Visual Automation to add customers to Sequences, Tags, and more, to create your perfect post-purchase experience.

Rules

Automation Rules involving the Shopify app that you can set up include Rules that:

  • Tag your Shopify customers as “All customers” for sending them Broadcasts

  • Update a custom field in your Shopify customers' subscriber profiles to say “Shopify customer," to help identify them as subscribers who have purchased from your Shopify store

To set up a Rule, go to Rules under the Automate tab in the navigation. Click the + New rule button to the right.

Under the Trigger section, you’ll see “Product purchased: User buys a product through Shopify” as one of the options.

Select this trigger, and then choose the product you’d like to create a Rule for. After that, choose the actions to take when customers buy this product.

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