Shopify

If you use Shopify, the easiest way to integrate with Poplar is with the Poplar Mail Shopify application.

Poplar for Shopify supports Abandoned Cart, New Order, New Customer, and Cancelled Order trigger events along with a number of highly specified filter options. If your use case requires another trigger event not listed, please check the Zapier section for an alternative approach.

1

Instal App

Head to the Poplar Shopify App store page and click Add app to install.

Sign in to your Poplar account and choose the organization you want to connect with. Your Shopify account and your Poplar account will be automatically linked.

2

Link Poplar Account

If you do not already have an account with Poplar, select the Create Account button. Otherwise, click the green Connect My Account button.

Once your Poplar account is made or you are signed in, navigate to the Shopify Integration page in Poplar. Copy your Production and Test API tokens and past them into the "Connect your Poplar Account" page within the Shopify app.

2

Playbooks

The first time you open the Shopify app, you'll see two playbooks we've pre-built for you. Note: The playbooks have created corresponding campaigns in Poplar.

If this is your first time mailing with us, make sure the following tasks are completed in your Poplar account before continuing:

• Creative artwork has been uploaded to the campaign in Poplar and is set to Active
• Your account is properly funded under Billing.

Create a Playbook

Under Campaigns click Create a Playbook

Name your playbook and select the type of event you would like to target. You can choose between 4 event triggers:

1. Abandoned Cart: Send mail to potential customers who abandon the checkout process in your Shopify store and get them back on track to convert.
2. New Order: Send mail to customers to request a review or cross-sell/up-sell complementary products after a purchase.
3. New Customer: Send postcards introducing your brand to a new customer after their first purchase.
4. Canceled Order: Bring customers who cancel an order back to your site with an offer code.

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Once your Trigger is selected, choose a Campaign and Creative you’d like this segment to be mailed.

Only one creative can be selected per campaign. To target multiple creatives with the same use case or event trigger, create separate Poplar campaigns for each Playbook.

Optional: Set a Mailing Delay. This setting is defaulted to 0 which triggers the mailing to go into production immediately. 

IMPORTANT: Select your Environment Type. Choosing Production will trigger the mailers and send them into the mail stream. Choosing Test will flag each triggered customer as “test”, and the mailings will not go out.



💡 Tip: The test environment allows you to gauge volume of a segment without having to use any allocated budget.

Once you choose your event trigger, you can optionally add filters to send to a more targeted audience. Choose Add Filter and select any filters you want to apply to the playbook trigger.



Each event trigger comes with its own set of filter options. See the Filter Engine section below for a guide to available filters and their functions.

When selecting filter rules, you have two main options: you can either allow the event to mail if all filters are true or allow the event to mail if any of the filters are true. If you choose not to configure any filters, every event will mail, provided there is enough customer information to do so.

3

Test & Go Live!

In the Final Touches section, you'll see the option to choose a Test or Production environment. The Test environment will behave as if in production, so you can gauge volume and confirm filter success, only no mail will send and you won't be charged.

We recommend first enabling your playbook under the Test environment, to ensure the connection is successful and requests are coming through to your campaign's History tab in Poplar. 

To go live and start mailing, change this setting to Production and click Save Playbook and switch the status to ON!

Playbooks that are toggled OFF do not send requests to Poplar regardless of the deployment environment.

Transactional Reporting

Transactional reporting is enabled by default. Order data will be shared with your Poplar account and used to generate in-platform reporting metrics. It will also auto-populate the Customers (Orders API) audience with billing and shipping addresses which can then be selected for suppression from other campaigns. Please refer to the Orders API documentation for details on what information is being passed in the call.

Filter Engine

Below is a brief description of each filter and applicable events.