Set up the Shopify lead source in a campaign

Check the store connection

The first step of a campaign's setup, Connect your lead source, opens with a Store connection card. It names the connection, the Growth Dept ACR Shopify app or the Growth Dept connection, and shows Reading checkouts or Not reading checkouts yet.

Reading is switched on once for the whole store, by an admin or owner, under Integrations. Until then no checkout can start any campaign. You can still set up and publish in the meantime.

The two triggers

A Shopify campaign has two triggers, and both start switched off.

• Checkout abandoned starts the campaign once a checkout has had no activity for the wait set on its card.
• Order placed is the event that stops outreach to a shopper who buys and credits the order to a campaign. Orders do that whether this card's switch is on or off; the switch changes nothing today.

An order ends every open run the shopper has and marks their other open checkouts as completed. Orders arrive only while the store is reading checkouts. More in Outreach after a purchase.

The abandonment wait

A checkout counts as abandoned after 30 minutes with no activity, unless you change Wait before a checkout counts as abandoned on the Checkout abandoned card. It takes 5 to 10,080 minutes (seven days), counted from the shopper's last activity, and every update Shopify sends restarts the clock. ACR checks for abandoned checkouts every minute.

The wait is shared across your Shopify campaigns. When several published campaigns with their Checkout abandoned trigger on use Shopify, the shortest of their waits applies to every checkout; with none on, the store's default of 30 minutes applies. A new wait reaches each checkout at its next update.

Only a checkout with an email or a phone number becomes a lead, so one with neither never starts a campaign.

Switch the trigger on

The Checkout abandoned switch stays locked until the campaign is published. Switching it on asks you to confirm, then applies at once: from then on, matching shoppers start the published version of the campaign. Switching it off stops new shoppers from starting; runs already under way carry on. Archiving a campaign switches its triggers off.

Shoppers started

The Checkout abandoned card counts the shoppers this campaign has started, next to its cap or no cap. You set the cap and the cooldown on Start conditions, under How often:

• Recommended limits: no cap, and the same shopper can start this campaign once every 30 days.
• Custom limits: a cap of up to 10,000,000 shoppers, and 0 to 3,650 days before the same shopper can start again. The days count from the shopper's last run in this campaign.

At the cap, ACR sends a notification and new shoppers skip to the next campaign. Reset the count sets the count back to 0 so the cap starts over, and the reset goes into the audit log.

When several campaigns share the trigger

An abandoned checkout is offered to every campaign with the same trigger, from the top of the list down. The first campaign that accepts the shopper starts a run. A campaign passes when it is not published or is paused, its trigger is off, it has reached its cap, the shopper is inside its cooldown, its start conditions do not match, or the shopper's state, consent or country leaves it no channel. The reason shows in the lead's events.

• A new campaign joins at the bottom. Move it up or down on Start conditions, under Who to contact.
• A shopper who already has an open run in any campaign starts nothing new.
• Campaign overrides let a campaign that also qualifies take the shopper from the one above it.
• While an A/B test runs on the trigger, its two variants take shoppers at random and the order is ignored.