Shopify Subscriber Synchronization
- 24 Apr 2024
- 5 Minutes to read
Shopify Subscriber Synchronization
- Updated on 24 Apr 2024
- 5 Minutes to read
Article Summary
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Make sure you have completed the Shopify Integration. Once Shopify Integration is completed, all your users will be synced to Insider automatically.
Subscriber Synchronization allows you to easily sync your historical Email and SMS subscriber information from your Shopify Store to Insider's Growth Management Platform, and maintain an active Email and SMS subscriber synchronization between Shopify Store and Insider.
This guide explains the following:
- What is Subscriber Synchronization?
- How does it work?
- How can you integrate Subscriber Synchronization?
- What data is collected when syncing from Shopify to Insider?
- How does Insider collect Shopify Customer Metafields?
What is Subscriber Synchronization?
User Synchronization allows seamless synchronization of Email and SMS subscriber data between your Shopify Store and Insider’s Growth Management Platform. Integration syncs users who have given marketing consent for both Email and SMS channels on the checkout page and have saved their contact information, users who have signed up through your Shopify forms, or any other methods that your Shopify Store accept a user's email or SMS marketing consent users.
How does it work?
With the Users Synchronization feature, you can;
- Historically sync your SMS and Email subscribers from Shopify Store to Insider.
- Active synchronization of Email and SMS subscribers between Shopify and Insider.
Insider uses email addresses, phone numbers, and Shopify ID as an identifier by default. To manage your identifiers, refer to Identity Resolution Management Settings.
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Insider does not sync anonymous user data, users who do not have an associated email address or phone number, between your Shopify Store and Insider.
How can you integrate Users Synchronization?
1. Existing Users Synchronization
You can enable existing users synchronization to sync all your existing Email and SMS subscribers from your Shopify Store to Insider. Integration will start to sync users who have given marketing consent for both Email and SMS channels on the checkout page and have saved their contact information, users that have signed up through your Shopify forms, or any other methods that your Shopify Store accept a user's email or SMS marketing consent users to Insider for all your existing users.
Once you enable the Shopify → Insider Users Sync toggle on, Insider respectively collects all users that have assigned email addresses and phone numbers with their marketing consent and users will start to populate in Insider's Unified Customer Database. You can refer to the collected data from the table below.
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Migrating all Email and SMS subscribers data to Insider might take a while to process.
2. Synchronize Subscription Updates
The Subscription Updates feature allows both platforms to collect user data whenever any update occurs. This ensures that the subscriber information remains synchronized and up to date across both platforms.
Shopify to Insider
Shopify to Insider user sync has 2 different states that enable you to customize the data being synced from Shopify to Insider. 
Once you turn on Shopify → Insider data sync, you will see 2 different options. 
- Only New Subscriptionsync toggle enables Insider app to sync users who:
- accepted marketing consent for both Email and SMS channels on the checkout page.
- signed up to your Shopify forms.
- accepted Email or SMS marketing consent in any other way.
- All subscriptionsync toggle enables Insider app to sync users who:
- subscribed to Email and SMS marketing channel.
- unsubscribed from Email and SMS marketing channel.
- changed their opt-in statuses.
Insider to Shopify
Insider to Shopify user synchronization,
- Sends leads collected via Insider's Web and App Lead Collection templates to your Shopify Store.
- Syncs the latest user opt-in information for Email Opt-in, Email Double Opt-in, and SMS Opt-in with Shopify Store.
Once you enable Insider → Shopify Users Synchronization , Insider will start sending the latest status of your users' marketing consent for both Email and SMS channels from Insider to Shopify, and send the leads collected by Insider to your Shopify Store.
If you want to stop live synchronization between Insider and Shopify Store, disable Insider → Shopify synchronization toggle and click Save on the page notification.
What data is collected when syncing from Shopify to Insider?
Below is a list of user information that we share between the platforms. Once you enable the user synchronization between your Shopify Store and Insider, Insider collects the following information from Shopify.
| Attribute collected when syncing email subscribers | Attribute name on Insider |
|---|---|
| first_name | Name |
| last_name | Surname |
| Email Address | |
| city | City |
| country | Country |
| LanguageCode | Language |
| accepts_marketing | Shopify Accept Marketing |
| email_marketing_consent | Email Optin |
| email_marketing_consent* | Email Double Optin |
| phone_number | Phone Number |
| sms_marketing_consent* | SMS Optin |
| WhatsApp Optin* | |
| tags | Shopify Tags |
| shopify_id | Shopify ID |
| age* | age |
| birthday* | birthday |
| gender* | gender |
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Insider can collect WhatsApp Optin from sms_marketing_consent or any metafield on Shopify. Reach out to Insider team if you want WhatsApp Opt-in to be collected from Shopify and sent to Insider.
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Insider collects users' email addresses when syncing SMS subscribers as Shopify's main identifier is the email address.
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To enable Insider to collect age, birthday, and gender attributes from your Shopify store, set up these attributes as customer metafields in your Shopify settings. Make sure they match Insider's data types: age should be a number, birthday should be a date, and gender should be a string.
How does Insider Optin Collection work?
| Shopify Email & SMS Accept Marketing State | Email Optin Reachable Status | SMS Optin Reachable Status |
|---|---|---|
| not_subscribed | Unreachable (Not subscribed for Email) | Unreachable (Not subscribed for SMS) |
| subscribed | Reachable (Subscribed for Email) | Reachable (Subscribed for SMS) |
| unsubscribed | Unreachable (Unsubscribed from Email) | Unreachable (Unsubscribed from SMS) |
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If Double Optin is activated for your Shopify Store, Insider adjusts all the optin information based on users double optin status. In Insider, you can find your users' double optin status with Email Double Optin attribute.
Shopify Customer Metafields Collection
Insider can collect metafields that are assigned to your user on your Shopify Store. Before activating user sync, you need to create your attribute on Insider's InOne panel with the same name and data type as your metafield on your Shopify Store. You can refer here for a better understanding about how to create a custom attribute on Insider.
How to create Custom Attribute on Insider to start collecting Metafields
Your Metafield name on Shopify
You can easily reach out to all your customer metafields from your Shopify Store navigating through Settings > Custom Data > Customers and check all your customer metafields.
Your Custom Attribute name on Insider
Navigate to Components > Events&Attributes. Click the Create button. Type the name of the attribute and choose its data type. Click Save.
Then, you will see your attributes created on the listing page.
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If your metafield consist special characters or space, you should create your attribute on Insider without space and special characters, such as:
Metafield Name on Shopify: Test Insider Metafield? → Custom Attribute Name on Insider: test_insider_metafield
Metafield Name on Shopify: Test Insider Metafield? → Custom Attribute Name on Insider: test_insider_metafield
After you create all your metafields that needs to be synced to Insider on Insider's InOne panel as custom attribute, you need to turn off Shopify → Insider Synchronization and turn it back on to start syncing all your Shopify customers again with their metafields.
Metafields Data Type Mapping
| Shopify Customer Metafield | Insider Attribute |
|---|---|
| boolean | Boolean |
| collection_reference | String |
| color | String |
| Date | Date |
| date_time | Date |
| dimension | String |
| file_reference | String |
| json | String |
| metaobject_reference | String |
| mixed_reference | String |
| money | String |
| multi_line_text_field | String |
| number_decimal | Number |
| number_integer | Number |
| page_reference | String |
| product_reference | String |
| rating | String |
| single_line_text_field | String |
| url | String |
| variant_reference | String |
| volume | String |
| weight | String |
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