You can add your Shopify customer data to CommPeak SMS platform as a contact list and send campaigns to them.
Before adding a list, ensure you've connected with Shopify.
To import your Shopify customer data to CommPeak SMS platform, complete the following steps:
In your CommPeak SMS account, navigate to Contacts > Contact Lists.
Click Add List in the top right.
You will see a pop-up window. Select an option to import from application integration.
Enter the list name and an informative description. Then click Save & Next.
Select HubSpot in the Integration dropdown list.
Select a connection that you created in Integrations when installing the application. Then click Save & Next.
Select which contact data you would like to import from Shopify. Start typing in the box to locate the needed field quickly.
You can add several pairs of Shopify data and values in Data filters, e.g., country, tag, or any other filters. To do this, select a filter name in the Filter drop-down box and then enter its value in the next box. Click ADD MORE to define another filter.
Click Save & Preview.
Map customer details with available contact fields as necessary.
Click Import Contacts.
View the list summary and click Continue.
The new list appears at the top and will take some time to process.
Refer to the following table for column descriptions in Contact Lists.
Column | Description |
List Name | Click the title to open a side panel which you can also load when clicking the information icon in Actions. It contains details about the list, parse status of contacts and campaigns where it has been used. |
Source | CSV or app integration |
Progress | The Progress column shows the contact import progress. The Ready status means that importing is complete. |
Contacts | The Contacts column shows the total number of contacts in the list. You can see how many of them are parsed or failed by clicking the information icon in Actions. |
Creation At | Date and time in UTC when the list was uploaded |
Actions | This column provides additional controls. |
Actions
You can view more information from the Actions column and delete or download contact lists.
Click the Actions column's information icon to view your contact list details. On the List Info tab, you can see how many contact details are added (parsed) or failed due to invalid or not mobile phone numbers.
If you want more information about the list and its campaign usage in the future, go to the Campaigns Info tab.
To delete the list, click Delete in Actions.
To save the list as a CSV file, click Download in Actions. It will take some time to prepare downloadable files for large lists. They will appear in Tasks when ready. If you would like more information, please take a look at the Tasks article.