Account Settings - Shopify

Shopify settings are configured during the onboarding process. However, you can view certain settings that are adjustable.

Authentication

This is where you will find verification information. Your account is authenticated and verified upon installing the Patch Retention App from the Shopify store.

This section should not be modified unless the status becomes 'unverified'.

IF this instance occurs you will first need to ensure you are signed in to your Patch account with the same email login as your Shopify Admin login. If these two logins do not match you will not be able to re-authenticate the account. If you need assistance or have questions please reach out to our team at success@patchretention.com.

Upon clicking 'Authenticate Shopify Account' you will be redirected to Shopify. Once this is done please come back to your Patch account -> Account Settings -> Shopify and confirm the Authentication status now shows 'Verified' with the green checkmark.

Status

Status should always say 'This add-on is currently active'. This allows your data from Shopify to continue to feed into your Patch account. Please do not 'Deactivate' the add-on without consulting with a Patch representative, our team can be contacted at success@patchretention.com.

Webhooks

In order for this account to receive updates from Shopify in real-time, 'Webhooks' need to be created within Shopify.

You should see a green checkmark with the message of 'You have 10 Webhooks created in Shopify'. If you do not see this message or see an error/warning message instead you will need to click 'Recreate All'. If you are still seeing an error/warning message after doing this step please reach out to our team at success@patchretention.com

Pixel

The Pixel is required for your account to function properly. This Pixel allows Patch to track referrals to Shopify orders using SmartLinks and is used for Loyalty Cash, TextChat, and any forms on the account. 

If the Pixel is installed properly you should see a green checkmark with the message 'The pixel code was successfully found when loading https://yourshopifyname.myshopify.com'. 

If you see an orange warning symbol with the message 'The pixel code was not found at https://yourshopifyname.myshopify.com then you will need to re-install the code.

Steps to reinstall Pixel:

1. 1. Click 'View In Current Theme Editor'
2. 2. A new tab will open with your Shopify Theme Editor Settings page
3. 3. In the top right-hand corner, you should see a toggle labeled Patch Customer Retention, the toggle should be 'on'. 
   1. a. If not, toggle 'on'
      
4. 4. Click the Save button
   
5. 5. Close the tab and navigate back to your Patch account
6. 6. If needed refresh the page
7. 7. Pixel status should now display the success message referenced above

Loyalty Redemption

You have two options for when your customers will cash out their Loyalty Rewards.

Option 1: Discount Code 

Option 2: Gift Card (Shopify Plus account ONLY)

Abandoned Checkouts

How many hours do you want Patch to wait before considering a cart abandoned? This setting will not automatically trigger any messages to go out.

You will still need to set up an Abandoned Cart Automation in order for the messages to be sent but this setting will determine when that automation will be run. 

The most common and recommended timeframe is 1 hour.

Customer Inclusions

Use the filter options available here to prevent contacts from being created in your account based on the customers' data in Shopify. Customers will only be created in your account if they match all rules added below.

Note: Existing contacts will continue to sync, regardless of the filter settings. To prevent existing contacts from syncing, delete these contacts from the Contacts section.

Think of this as a way to 'exclude' certain groups of customers from syncing into your account. One common use is for businesses that have both traditional customers as well as wholesale clients. This could be used to filter out the Shopify Tag used to label wholesale customers. If you have questions or need additional clarification on how filters work please reach out to our team at success@patchretention.com.

Order Data

Syncing all past order data should have been automatically done when installing the Patch Retention App from the Shopify Store. IF for any reason you see that there is missing data from the Contact Profile, Dashboard, or Event Logs you can 're-sync' all past order data by clicking the button here.