Overview

Integrate your ecommerce store, so you can import contacts and pull product information into your emails. The WooCommerce, Custom, and Shopify integrations also allow you to send personalised abandoned cart emails, create ecommerce workflows, and trigger a workflow when a customer purchases from your store. Additionally, the WooCommerce and Custom integrations have the option to auto-sync your store contacts with our platform too.

WooCommerce WordPress Integration

To set up the integration and connect a WordPress WooCommerce store to your account, you must implement it in two places:

  • Your WordPress WooCommerce store
  • Your account on our platform
Installing the Plugin
  • Log into your WordPress website.
  • Navigate to Plugins > Add New, and search for “Everlytic for WooCommerce”.
  • Install the plugin.
  • In the Everlytic Options, the details will be empty.
 Configuring the Store on our Platform
  • Hover over your username in the navigation and click Stores. This will take you to the Stores dashboard, where you can view your existing stores, who created them in the system and when, and which platform features are connected for each store.
  • Click Create Store. This will open the Add Store modal.
Add-store modal on Everlytic
  • Click on the WooCommerce icon. This will show you more information about the plugin integration with this store. For Magento, read more here.
  • If you haven’t already downloaded the plugin, you can do that here and go back to your WordPress site to install.
  • Click Next.
  • Provide your store URL.
Account Connect Screen
  • Click Connect. This will direct you to your WooCommerce account, where you’ll need to log in, follow the instructions, and authorise the integration.
  • Once authorised, you’ll be directed you back to our platform, where you can name your store and click Next.
  • On the final step, you’ll see the features in our platform that your store is connected to.
  • Click Finish.

Magento Integration Level 1: Contact Imports

There are two degrees of integration that our system offers with Magento. The first level is for importing contacts directly from Magento into our system. The second level of integration goes even further, enabling you to use our ecommerce functionality in your emails and landing pages; content that’s pulled directly from the product data on your website.

To integrate Magento with our system for contact imports:

  • Navigate to the Magento admin panel
  • Create a new REST role by navigating to System > Web Services > Rest – Roles
  • Click on ‘Add Admin Role’
  • Create a new role name
  • Enter the your Magento admin password
  • Click on the ‘Role API Resources’ tab on the left
  • Select ‘Custom’ from the Resource Access drop-down
  • Select the ‘Customers’ checkbox to specify the correct permissions needed
  • Click the orange ‘Save Role’ button in the top-right corner of the screen
Magento Screen3
  • In the REST Roles admin dashboard, you’ll see the new role type is Admin
Magento-Integration-Level-1-Contact-Imports-REST-Rules
  • Add attributes to it by navigating to System > Web Services > REST Attributes
  • Click on the Admin user type and give read and write access to the customer
Magento-Integration-Level-1-Contact-Imports-Edit-Attribute-Roles-for-Admin-Role
  • Next, create an OAuth Consumer by navigating to System > Web Services > OAuth Consumers
  • Click the ‘Add New’ button in the top-right corner of the screen
  • Add a consumer name and take note of the Key and Secret
Magento-Integration-Level-1-Contact-Imports-New-Consumer
  • To add the existing user to the REST Role created above navigate to System > Permissions > User
  • Click on the current user
  • Click on the ‘REST Role’ tab in the left-hand navigation
  • Add the user to the REST Role created earlier
  • Click the ‘Save User’ button in the top-right corner
Magento-Integration-Level-1-Contact-Imports-Edit-User-Admin
  • Now, log in to our platform, hover over your username in the navigation, and click Stores. This will take you to the Stores dashboard, where you can view your existing stores, who created them in the system and when, and which platform features are connected for each store.
  • Click Create Store. This will open the Add Store modal.
Add-store modal on Everlytic
  • Click on the Magento icon. This will show you more information about the plugin integration with this store.
  • Click Next.
  • Provide your store URL, consumer key, and consumer secret.
  • Click Connect. This will direct you to Magento, where you’ll need to log in, follow the instructions, and authorise the integration.
  • Once authorised, you’ll be directed you back to our system, where you can name your store and click Next.
  • On the final step, you’ll see the features in our platform that your store is connected to.
  • Click Finish.

Magento Integration Level 2: eCommerce for Email

Once you’ve connected the Magento install to our system, you can follow these steps to enable the ecommerce functionality in your emails and landing pages.

  • Install the Everlytic Magento 1.9 Extension by following the installation instructions on this GitHub repository page: https://github.com/everlytic/everlytic-magento-1.9-extension.
  • Once you’ve installed this extension, clear your cache. You can do this by going to the menu System > Cache Management.
Magento Level2 S1
  • To give access to the role to be used, go to System > Web Services > Rest Roles.
Magento Level2 S2
  • Select Role API Resources from the left-hand navigation.
  • Click on the Resource access drop-down and give access to Everlytic.
Magento Level2 S3
  • Then, go to System > Web Services > Rest Attributes and choose your User Type (we recommend Admin).
Magento Level2 S4
  • Choose the attributes to give the system access to.
  • Click Save.
Magento-Integration-Level-2-Admin-Edit
  • Now you can use the products block in the email Builder to add products directly from your Magento-enabled website.
Intergrations and PlugIns | Content Tab | Ecommerce | Product | Block
Product-Preview-Screen

Your Magento account should now be fully integrated with our system.

Product Feed

Sync a product feed on a URL with our platform, so you can pull your product data into your emails using the email Builder. The feed currently supports fields like product name, product category, image URL, etc.

Note: This is a code-based feature that requires your product content to be listed in code on a URL of your choice. It requires the product data to be listed in a specific way to be understood by the platform.

Step 1: Set Up Your Product Feed

Before you can connect your product feed to the platform, the product feed must be formatted in a specific way on your URL. Here’s an example of how it should look:

Copy to Clipboard
Step 2: Connect Your Product Feed with the Platform

Once your product feed URL has been created and published, connect your product feed to our platform:

1. Hover over your username in the navigation and click Stores. This will take you to the Stores dashboard, where you can view your existing stores, who created them in the system and when, and which platform features are connected for each store.

Integrations | Plug-ins | eCommerce | Custom Store Integration | Locate Stores

2. Click Create Store. This will open the Add Store modal.

Integrations | Plug-ins | eCommerce | Custom Store Integration | Create Store

3. Click on the Product Feed icon. This will show you more information about the product feed feature.

Add-store modal on Everlytic

4. Click Next.

3. On step 2, provide a name for your product feed (you’ll use this to differentiate this feed from any other store feed you create in the platform) and the URL of the feed. Note: The feed must be in the format as described above.

4. Click Connect.

The product feed will now reflect on your Stores dashboard and will enable you to pull products from the feed into your emails.

Pulling Products into Your Emails from the Product Feed

To pull your products into your emails:

  1. Follow the standard email creation steps by hovering over the envelope icon in the navigation bar and clicking Create Email.
  2. Select a template and populate your email properties.
  3. In the Layout tab on the left, scroll down to find the Product Column and drag it into your preferred spot in your email template.
  4. Hover over your new Products section in your email (move your cursor so it’s just outside the frame of your email) and click on the Edit Products button on the frame. This will open a modal on the left.
  5. Click Choose Products. This will open a products modal and will display the products listed in your feed.
  6. Select the products you want to include in this section (you can add up to four products) and click Save.

Custom Store Integration

You can integrate your custom ecommerce store with our platform using this API information. This process isn’t as simple as our pre-built integrations, so will require support from your IT department.

Once you’ve set up the API on your store, this is how you connect to our platform:

  • Hover over your username in the navigation and click Stores. This will take you to the Stores dashboard, where you can view your existing stores, who created them in the system and when, and which platform features are connected for each store.
Integrations | Plug-ins | eCommerce | Custom Store Integration | Locate Stores
  • Click Create Store.
Integrations | Plug-ins | eCommerce | Custom Store Integration | Create Store
  • This will open the Add Store modal. Click on the Custom button.
Add-store modal on Everlytic
  • This will show you more information about what the integration can do.
  • If you haven’t already implemented the API on your ecommerce store, do that now.
  • Click Next. This will take you to step 2 of the Stores wizard.
Integrate a custom store with Everlytic
  • Insert the URL of your ecommerce store and click Connect.
Everlytic custom store integration

In the third and final step of the custom ecommerce integration, name your store and click Next. This will complete the process and take you back to the Stores dashboard.

Shopify Integration

To set up the integration and connect a Shopify store to your Everlytic account, you must implement it in two places:

  1. Your Shopify store
  2. Your account on our platform
Step 1: Installing the Plugin

To install the plugin:

  1. Log into your Shopify store.
  2. Go to Apps > Customize Your Store.
  3. Search for and select the Everlytic Stores app.
Install the Everlytic integration on Shopify

3. On the next screen, click Install.

4. Once installed, you will see this:

The Shopify Store ID on the right contains an ID to use in your account on our platform.

Step 2: Configuring the Store on our Platform

To configure your store on our platform:

1. Hover over your username in the navigation and click Stores. This will take you to the Stores dashboard, where you can view your existing stores, who created them in the system and when, and which platform features are connected for each store.

2. Click Create Store. This will open the Add Store modal.