How to Easily Send New Shopify Customers to Sendy as Subscribers

Introduction to Shopify and Sendy Integration

If you’re running an online store with Shopify, one of your primary goals is probably growing your customer base. But what about turning those customers into loyal subscribers? That’s where Sendy comes into play. Sendy is a self-hosted email newsletter application that lets you send trackable emails via Amazon Simple Email Service (SES). By integrating Shopify with Sendy, you can automate the process of adding new customers to your mailing list, saving you time while increasing your marketing reach.

This guide will walk you through setting up an automated workflow to send new Shopify customers directly to Sendy as subscribers. Whether you’re a seasoned marketer or a Shopify beginner, this simple yet powerful integration will streamline your email marketing efforts. Ready to dive in? Let’s explore how you can set up this seamless connection!

Preparing Your Shopify Store for Integration

Before you can connect Shopify to Sendy, there are a few preparatory steps you’ll need to undertake. First, ensure you have a Shopify account set up and your store running smoothly. Check if your store has the necessary apps and permissions that allow third-party integrations, as this will be critical for the integration process.

Next, it’s essential to organize your customer data. You want to make sure that all relevant customer information is correctly stored and formatted in Shopify. This process might include organizing customer lists, ensuring consistent data entry practices, and possibly cleaning up any outdated or incorrect entries. Proper preparation will help ensure that the data sent to Sendy is accurate and useful for your marketing needs.

Setting Up Sendy for Receiving Subscribers

Now, let’s focus on getting Sendy ready to receive your new customers from Shopify. Start by making sure you have Sendy installed on your server. If you’re not tech-savvy, you might need some assistance here, but once it’s up and running, you’ll appreciate its robust features for email marketing. Make sure you have configured the email settings to ensure deliverability thanks to Amazon SES.

In Sendy, create a new email list specifically for your Shopify customers. This step is crucial as it helps keep your mailing lists organized and allows for more targeted marketing strategies. Customize your list settings to match your campaign goals, such as segmenting subscribers based on their purchasing behaviors or interests. With everything set up properly, Sendy will be ready to accept new subscriber data from Shopify.

Using Make (Formerly Integromat) for Automation

Automation tools like Make (formerly known as Integromat) can significantly simplify the process of connecting different applications, such as Shopify and Sendy. Make acts as the bridge between these platforms, allowing data to flow seamlessly from one to the other. As a visual automation builder, it doesn’t require coding skills, making it accessible for novice users.

To start, sign up for a Make account if you haven’t already. Then, proceed to create a scenario – what Make calls its automated workflows. You’ll add modules to your scenario, beginning with Shopify and then Sendy. The goal is to trigger an action in Sendy whenever a new customer is added in Shopify. Each module requires specific configurations, so take your time to set up each one correctly for smooth operation.

Configuring the Integration Workflow

Once you’ve set your Make scenario, it’s time to dive into the specifics of the workflow configuration. Begin by configuring the Shopify module to watch for new customers. You might want to set additional filters if, for example, you wish to only add customers who consented to your newsletter.

Next, configure the Sendy module to add a new subscriber based on the triggers from Shopify. Here, map the appropriate fields from Shopify to Sendy—such as customer name and email—to ensure all relevant data is transferred correctly. It’s like setting up a conveyor belt where data travels seamlessly from one system to another without any manual intervention.

Testing Your Integration Setup

Before going live, it’s crucial to test your setup to ensure everything works perfectly. Create a test customer in Shopify to see if the automation triggers and the data is accurately reflected in Sendy. This testing phase is like giving your car a test drive to make sure everything runs smoothly before hitting the road.

Check each aspect of the data transferred—verify names, emails, and any other relevant information appear correctly in your Sendy list. If you encounter any issues, Make’s intuitive interface allows you to quickly troubleshoot and refine your scenario until it operates flawlessly. Testing guarantees reliable performance, preventing any hiccups when the system goes live.

Going Live and Monitoring Performance

With successful tests under your belt, it’s time to activate your integration and let your automated workflow do its magic! Enable the scenario in Make, ensuring it runs continuously in the background. It’s like opening the gates to a well-oiled machine that processes customer data effortlessly.

After activation, monitoring is crucial for long-term success. Regularly check your Sendy list to verify new subscribers are being added correctly. Also, keep an eye on performance metrics within both platforms. Monitoring provides insights into how well your integration is working and allows you to make adjustments as needed. Over time, you’ll likely notice increased efficiency in your email marketing efforts, thanks to this streamlined process.

Conclusion

Integrating Shopify with Sendy using Make is a game-changer for automating subscriber management. By following these steps, you’ve set up a powerful system that saves time and enhances your email marketing strategy. Now, you can focus on creating amazing content for your subscribers, knowing that your signup process is running smoothly in the background.

This process not only boosts your marketing capabilities but also deepens the relationship with your customers by keeping them engaged and informed. So why wait? Implement this integration today and watch your e-commerce business thrive.

FAQs

What is the benefit of integrating Shopify with Sendy?

Integrating Shopify with Sendy automates the addition of new customers to your email list, saving you time and ensuring that no potential subscriber falls through the cracks. This seamless process enhances your email marketing by maintaining an up-to-date subscriber list.

Is technical expertise required to set up this integration?

While some technical knowledge is helpful, tools like Make are designed to be user-friendly and accessible even to non-tech-savvy individuals. Its drag-and-drop interface simplifies the setup process, and there are plenty of resources available to guide you through each step.

Can I customize which Shopify customers get added to Sendy?

Yes, you can customize the criteria for customer addition based on various factors, such as consent for newsletters or particular buying behaviors. These customizations can be configured in Make to filter which new customers are sent to Sendy as subscribers.

What happens if there is an issue with the data transfer?

If you encounter issues with data transfer, Make provides tools for troubleshooting and refining your scenario. It’s advisable to conduct thorough testing before going live to iron out any potential glitches and to ensure everything functions smoothly.

How does this integration impact my email marketing strategy?

This integration streamlines your workflow by automatically keeping your Sendy lists up-to-date. This efficiency allows you to focus more on content creation and strategizing rather than on manual data entry, ultimately enhancing your marketing efforts and customer engagement.