This page provides an overview of the integration functionality between the Shopify application easyPoints and StoreCRM and how to set it up.
How to cooperate
- Using easyPoints' CSV export data, StoreCRM's import function imports each customer's point data.
- Based on the "Point Balance Update" trigger of Shopify Flow provided by easyPoints, each data at the time of point fluctuation is imported into StoreCRM by the "Add easyPoints data" action of StoreCRM.
What can be done through collaboration
- Mail magazine and LINE policies based on events such as when points are earned or spent
- Reminder e-mail and line delivery ● days before point expiration date
- Segmentation based on user possession points and expiration date
- Mail magazine and LINE distribution policies for the created segments
Initial setup for collaboration
Import easyPoints point information into StoreCRM
(1) Export CSV data for the entire period using easyPoints' CSV export function.
(2) Import the downloaded CSV data into StoreCRM at [Data] > [Data Import] on the StoreCRM application screen.
The initial import is complete when the point information is registered in the metafield data of the customer information.
Set up a linkage process in Shopify Flow when points change.
Create a new Flow in Shopify Flow. Select the "Point Balance Update" trigger.
(2) As an action, the StoreCRM action "Add easyPoints dataSelect the "Action" and set variables for each item as shown in the image.
*Refer to the string after Specify at the bottom of the item for each data variable in easyPoints.
(iii) Turn on the workflow. This allows the latest data to be imported into StoreCRM when points fluctuate.
easyPoints
StoreCRM
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