Help page for the Shopify app StoreCRM.
StoreCRM is a MA (Marketing Automation) application that allows you to send out effectively timed basket drop emails to your Shopify store customers and emails that increase the purchase rate of your store customers who have registered. StoreCRM Service Description Video basket drop mail
To install StoreCRM, do the following Watch the video to installView the manual to install1. Login to Shopify→ Click on 2.
After installing StoreCRM, you can set it up in 3 steps. If you have installed StoreCRM on multiple stores, please see the notes here. Watch the video to set up the settingsView the manual to set up the settings1. Install the application1.
Collaborator access is to allow us to access your company's store with our account. This is used by our staff to check on the status of a problem or to set it up on your behalf. You will still have access to your store while our staff is working on it. Until collaborator access is approved
All plans have a 30-day free trial period so you can check the functionality. When set to test mode, sales via email delivered via StoreCRM will not be added to your payment fees. Therefore, you can check the operation completely free of charge. In test mode, StoreC
The test mode allows you to check the operation of StoreCRM completely free of charge. In the test mode, you can only send emails to the email address registered with StoreCRM. To send emails to your customers, you must change to the Standard plan or higher. In test mode,
The customer related template depends on the theme you are using. The customer related templates are not available for Shopify -> because of the one-time password, customer information is not transferred and there is no liquid file. If you are using a new theme, please see the JSON theme path.
Change the settings for the email sender name (sender), source email address, and reply-to email address for emails delivered from StoreCRM. You may choose to leave them unchanged and use the defaults. By default, the name of your registered store in Shopify will be displayed. In test mode, the name of the store registered with StoreCRM
To use your own domain email address as the sender email address for emails sent to customers, please do the following By setting up an email address using your own domain, you can change the sender's email address to the default setting "store name " to the sender's email address to your customer.
You can change the text and design of the restock notification button. For details on how to set up the restock notification button, please click here. The list of customers who have registered for restocking notifications can be viewed in StoreCRM→. Customize Restock ButtonYou can change the text and design of the restock notification button.
You can add a favorite button to your collection page. To learn how to customize the favorite button, please click here. The list of customers who have been added as favorites can be viewed in StoreCRM→. This maneuver to add a favorite button to a collection page
You can change the text and design of the buttons before and after registering as favorites. For details on how to set up a favorite button, please click here. The list of customers who have been added as favorites can be viewed in StoreCRM→. Customizing a Favorite ButtonButton before adding a favorite
StoreCRM has the ability to create segments based on customer information. With this linkage, customer segments can be created based on easyPoints data linked to StoreCRM. The created segments can also be used to distribute e-mail newsletters.
StoreCRM provides scenario templates that fire when a customer meets certain conditions. Various linked measures can be implemented by using easyPoints conditions for the conditions. Measures that can be implementedRemind mail and LINE to encourage use of points XX days before the expiration date of the points.
StoreCRM provides scenario templates triggered by easyPoints point changes. Measures that can be implementedMail magazine and LINE distribution to encourage cross-selling when points are earned and points in possession exceed XX pointsNotification mail and LIN when award points are granted.
This page provides an overview of the integration between the Shopify application easyPoints and StoreCRM and how to set it up. How to Integrate easyPoints CSV Export Data with StoreCRM's Import Function Importing Points Data of Each Customer easyPoints
The most important thing for an e-commerce store operator is to increase sales. However, the day-to-day tasks of inventory and sales management often take up so much of their time that customer success and nurturing are often put on the back burner. The most efficient way to increase repeat customers is by operating a store.
To link StoreCRM and LINE, please operate as follows: When you link with LINE, you can deliver LINE messages to your customers at the appropriate time. the timing for delivering LINE messages can be set in a scenario. Watch the video to set up
If you are installing StoreCRM on multiple stores, please operate with the following points in mind. For example, please be careful when you are operating a test store and a production store. When configuring StoreCRM for multiple stores, be sure to work on one store, log out when you have completed the work, and then log back in to another
A scenario is a predefined process for a customer who has taken a specific action. For example, in the case of restocking notification, a scenario can be set up to send a "restocking notification" e-mail to customers who have clicked on the restocking notification button on the product detail screen and registered their e-mail addresses, 0 hours after the product becomes available.
The types of scenarios are as follows Basket Drop/Checkout Abandonment Scenario Name Meaning Manual Email the person who checked out who gave up on their checkout in the middle of the checkout process. You can recover that checkout in the middle of the checkout process or recommend another product. Send a checkout abandonment email Member training and welcome email.
This section describes the execution conditions for scenarios on the Add Scenario screen. Product ID and Customer ID are the numbers in the Shopify URL. Item Subitem Description Scenario scenario is the 00th execution (1 for the first time) Number of times the scenario has been executed (1 for the first time) Scenario this scenario has been executed with the same customer in the past.
To add a new scenario, do the following You can add coupons to any scenario you have set up. Click on Add new scenario1. 2. Click on the scenario you want to create from the template. Click on the example and
To send a step email, do the following Watch the video to set it upView the manual to set it up1. IntroductionIn this article, we will explain how to send a step email in Shopify using StoreCRM and the points and cautions to keep in mind when actually signing up for membership.
A welcome email is the first email sent to customers who have registered their email address with the store. The timing of registering an e-mail address can be membership registration at the time of purchase, newsletter registration, etc. It is the first communication with the customer and greatly influences the first impression of the company or brand.
A checkout abandonment email is a reminder email sent to customers who have left an item in their cart but have not made a payment. The first email and the second and subsequent emails have different contents to increase the conversion rate.
Send an email to customers who have purchased a product, inviting them to make a recurring purchase, thereby increasing the number of repeat customers. We will also explain how to set up the system so that you can send a newsletter after a product purchase and not have the customer unsubscribe. Watch the video and set up the manual 1. Click on the "Setup" button.
To send an email after a customer cancels a subscription (SUBSCRIBE), please do the following In this example, we will set up an email to be sent from StoreCRM when a customer cancels a subscription (SUBSCRIBE) for Mikawaya Subscription. Watch the video to set it up.
To link StoreCRM and LINE, please operate as follows: When you link with LINE, you can deliver LINE messages to your customers at the appropriate time. the timing for delivering LINE messages can be set in a scenario. Watch the video to set up
In StoreCRM, an email newsletter is called a campaign. To send an e-mail newsletter to specific customers, operate as follows By distributing e-mail newsletters to specific customers, you can reduce the abandonment rate of uninterested customers and increase the open rate. Watch the video to set up
To send a cross-sell e-mail after a purchase, do the following A cross-sell e-mail is an e-mail sent to a customer to suggest another product related to the one the customer has already purchased. Watch the video to set it upView the manual to set it up1. IntroductionIn this article, we will discuss the Store
To send a restocking notification e-mail, please operate as follows. Watch the video to set it upView the manual to set it up1. IntroductionIt is very important to introduce a "restocking notification function" to an e-commerce site as a measure to prevent loss of purchase opportunities due to product out-of-stock.
To send an email to your customers who have purchased subscriptions (subscriptions) on Shopify using StoreCRM, do the following:1. IntroductionThis article describes how to send an email newsletter to your customers who have purchased subscriptions (subscriptions) on Shopify using StoreCRM and what you need to know about the actual process of sending an email newsletter to your customers who have purchased subscriptions (subscriptions) on Shopify using StoreCRM. about the actual sub
To send a coupon with your birthday email, please do the following This function is not available when Shopify → because the customer information is not transferred due to the one-time password. See the manual to set up 1. First, you will need to increase the retention rate of your e-commerce site.
A winback is an email sent to customers who have not made a purchase for a certain period of time to encourage them to return to the store. Because win-backs are emails sent to existing customers, they are a much less expensive and effective marketing approach than new customer acquisition emails.
The Flow Editor is available in the Plus plan and above. See the manual to set it up.1. IntroductionThis article will explain how to use the Flow Editor*, one of StoreCRM's features.StoreCRM provides a number of features, including checkout abandonment and step emails for member registration.
To add the Favorites feature to the product detail screen in Shopify, do the following:1. IntroductionThis article explains the specific settings and notes for adding the Favorites feature and the Favorites List screen in Shopify using StoreCRM.EC Sci.
Coupons can be added to emails created in StoreCRM. Types of CouponsThere are two types of coupons that can be added to StoreCRM emails. Coupon codes that are manually entered on the checkout screenAutomatic coupon URL coupons that apply the discount on the checkout screen.
To send a coupon with your birthday email, please do the following This function is not available when Shopify → because the customer information is not transferred due to the one-time password. See the manual to set up 1. First, you will need to increase the retention rate of your e-commerce site.
To compose an email, do the following: 1. Watch the video and set up the manual to create the body of the email to be set up 1. click on 2. click on 3. click on 4. click on 5. click on 6. click on 7. click on 8. click on 9. click on 10. click on 11. click on 12. click on 13.
Drag and drag to insert into the body of the email.1. You can insert a sentence text. You can insert a customer's name by typing "@" or "@". 2. You can insert a link to go to the customer's cart by typing: 2. In the right panel
A mail comportment is a standardized part to be inserted into the body of an email. Once created in advance, it can be dragged and dropped into the body of the email. Creating a HeaderTo create a header, click here. Creating a footerIf you want to create a footer,
Once you create a header for an email, it will be automatically inserted into all emails. Click Create Header1. click 2. click 3. click 4. click 5. click 6. click 7. click 8. click 9. click 10. click 11. click 11. click 12. click 13. click 14. click 15. click 16. Insert text1. drag
When you create an email footer, it will be automatically inserted in all emails.1. click on . 2. click on . 3. click on . 4. by default, the unsubscribe link, copywrite, and store name will be inserted.5. click on . 5. click on . 6. click on .
You can set whether or not to receive emails from StoreCRM on a per-customer basis.Types of Emails Sent from StoreCRMThe following types of emails can be sent from StoreCRM. Marketing EmailsChecks on the checkout screen, for example, when a Shopify purchase is made.
You can view customers registered in your Shopify store and StoreCRM; customer data registered in your Shopify store is automatically synced to StoreCRM. View customer details1. Click on StoreCRM→Shopify
Segment (categorize) the customers to whom the email or on line message will be addressed according to various criteria. Segments are used for campaigns (email newsletters), etc. 1. click on StoreCRM→ 2. click on 3. the name of the scenario
This section describes the conditions under which segments are executed. The product ID or customer ID is the number in the Shopify URL. ItemSubitem DescriptionCustomer email addressCustomer email address that placed the order for which this scenario worksYour nameCustomer name that placed the order for which this scenario worksCustomer name that placed the order for which this scenario works
Customers who have registered for restocking notifications and the target products will be displayed. To set up restocking notifications, click on StoreCRM→. The customers who have registered for restocking notifications and the products they are interested in will be displayed. 2.
Customers, favorite statuses, and favorite products that have been added to your favorites will be displayed. To set up your favorites, click on "StoreCRM→". Click on the customer's name.
StoreCRM cannot migrate or import customer data from other CRM/MA apps. However, it can automatically sync customer and order data from Shopify every 15 minutes to 3 hours.
StoreCRM automatically syncs Shopify data every 15 minutes to 3 hours, but sometimes it may not sync properly if you have too much data. In such cases, you can manually synchronize the data in StoreCRM→.
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