This page provides an overview of the Shopify App VIP and StoreCRM integration features and how to set them up.
How to cooperate
- Based on the "Customer's points changed" trigger in VIP's Shopify Flow, the "Add customer metrics data" action in StoreCRM will import data into StoreCRM when points change. StoreCRM action "Add customer metrics data".
- Based on the "Customer moved up a rank" trigger in VIP's Shopify Flow, the "Add customer metrics data" action in StoreCRM imports data from each point change into StoreCRM.
- Based on the "Customer moved down a rank" trigger in VIP's Shopify Flow, the StoreCRM action "Add customer metrics data" was used to import data from each point change into StoreCRM.
What can be done through collaboration
- Mail magazine and LINE policies based on events such as when points are earned or spent
- Mail magazine and LINE distribution policies for the created segments
Set up a linkage process in Shopify Flow when points change.
Create a new Flow in Shopify Flow. Select the "Customer's points changed" trigger.
(2) As an action, the StoreCRM action "Add customer metrics dataSelect the "Action.
(iii) "Add customer metrics dataThe various values will be entered in the "Action" section of the "Action". The values to be specified are as follows
Customer ID: {{customer.id}}
Meta key: any value (in this case, enter vip_pointdiff to proceed)
Meta value: {{pointsDiff}}
Application slug: any value (in this case, enter vip to proceed)
(4) "Add customer metrics dataWe will add another action for the "+" action and enter the various values. The values to be specified are as follows
Customer ID: {{customer.id}}
Meta key: any value (in this case, enter vip_approvedpoint to proceed)
Meta value: {{approvedPoint}}
Application slug: any value (in this case, enter vip to proceed)
Turn on the workflow when you have completed the entry.
⑤StoreCRMが受け取ったポイントの値を保持するために、StoreCRMの画面へ移動し、[データ]>[メタフィールド一覧]から新しくメタフィールドを追加します。メタフィールドの追加画面では、下記の通りに入力を行い保存をしてください。
名称：任意の文字列（ここでは、「VIP：最新の受け取ったポイント」と入力して進めていきます）
対象データ：顧客
Type: Custom metadata
メタフィールド キー：③で指定したMeta keyの値（ここでは、vip_pointdiffと入力して進めていきます）
Meta field value Type: numeric
⑥StoreCRMが現在のポイントの値を保持するために、StoreCRMの画面へ移動し、[データ]>[メタフィールド一覧]から新しくメタフィールドを追加します。メタフィールドの追加画面では、下記の通りに入力を行い保存をしてください。
名称：任意の文字列（ここでは、「VIP：現在所持しているポイント」と入力して進めていきます）
対象データ：顧客
Type: Custom metadata
メタフィールド キー：④で指定したMeta keyの値（ここでは、vip_approvedpointと入力して進めていきます）
Meta field value Type: numeric
Set up rank-up linkage process in Shopify Flow
Create a new Flow in Shopify Flow. Select the "Customer moved up a rank" trigger.
(2) As an action, the StoreCRM action "Add customer metrics dataSelect the "Action.
(iii) "Add customer metrics dataThe various values will be entered in the "Action" section of the "Action". The values to be specified are as follows
Customer ID: {{customer.id}}
Meta key: any value (in this case, enter vip_customerrankname to proceed)
Meta value: {{customerRankName}}
Application slug: any value (in this case, enter vip to proceed)
(4) "Add customer metrics dataWe will add another action for the "+" action and enter the various values. The values to be specified are as follows
Customer ID: {{customer.id}}
Meta key: any value (in this case, enter vip_previouscustomerrankname to proceed)
Meta value: {{previousCustomerRankName}}
Application slug: any value (in this case, enter vip to proceed)
⑤StoreCRMが現在のランクの情報を保持するために、StoreCRMの画面へ移動し、[データ]>[メタフィールド一覧]から新しくメタフィールドを追加します。メタフィールドの追加画面では、下記の通りに入力を行い保存をしてください。
名称：任意の文字列（ここでは、「VIP：現在のランク」と入力して進めていきます）
対象データ：顧客
Type: Custom metadata
メタフィールド キー：③で指定したMeta keyの値（ここでは、vip_customerranknameと入力して進めていきます）
Meta field value Type: string
⑥StoreCRMが前のランクの情報を保持するために、StoreCRMの画面へ移動し、[データ]>[メタフィールド一覧]から新しくメタフィールドを追加します。メタフィールドの追加画面では、下記の通りに入力を行い保存をしてください。
名称：任意の文字列（ここでは、「VIP：前のランク」と入力して進めていきます）
対象データ：顧客
Type: Custom metadata
メタフィールド キー：④で指定したMeta keyの値（ここでは、vip_previouscustomerranknameと入力して進めていきます）
Meta field value Type: string
Set up a linkage process for rank down in Shopify Flow.
Create a new Flow in Shopify Flow. Select the "Customer moved up a rank" trigger.
(2) As an action, the StoreCRM action "Add customer metrics dataSelect the "Action.
(iii) "Add customer metrics dataThe various values will be entered in the "Action" section of the "Action". The values to be specified are as follows
Customer ID: {{customer.id}}
Meta key: any value (in this case, enter vip_customerrankname to proceed)
Meta value: {{customerRankName}}
Application slug: any value (in this case, enter vip to proceed)
(4) "Add customer metrics dataWe will add another action for the "+" action and enter the various values. The values to be specified are as follows
Customer ID: {{customer.id}}
Meta key: any value (in this case, enter vip_previouscustomerrankname to proceed)
Meta value: {{previousCustomerRankName}}
Application slug: any value (in this case, enter vip to proceed)
operation check
The VIP value will be linked to StoreCRM when there is a change in points or rank. When the linkage is correctly performed, the value of the added meta-field will be displayed in the meta-field item in the customer details screen of StoreCRM.
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