I used to sell on Amazon and make pretty decent money. Most all my ebooks were on Amazon’s #1 Best Sellers list. I really did quite well on Amazon.
But there’s just one problem.
There’s no form or way to collect email addresses of people who have purchased from you.
And let’s get one thing cleared up, people who have ALREADY purchased from you, are a gazillion times more likely to buy something from you again!
Think about it…
They see your stuff, they know it’s good, they went through the buying process, they know what to expect, they feel comfortable, you have their trust.
Bada-bing-bada-boom.
In my Shopify store, at the time I’m writing this, last month my returning customer rate is 53.73%!
That’s over HALF my customers.
Isn’t that beautiful? Oh, how I love having my own Shopify store!
The question then becomes, how do you capitalize on previous sales? How to you get those emails on your list?
Very SIMPLE! You just need to link your email list provider to your store, and today I am going to teach you how to link ConvertKit to Shopify.
How to Link ConvertKit to Shopify Integration
Building your email list is vital to your business. Here’s how to set that up…
Step 1:
Login to your ConvertKit account and once inside, go to Automations > Integrations. Once you’re there go ahead and select Shopify.
Step 2:
You will be redirected to a page that will ask for your Shopify URL. Once you’re there, go ahead a type your Shopify Store link and click on the Next button.
Step 3:
After clicking next, an authentication popup will appear and will give you the option to install ConvertKit in your Shopify Store. Go ahead and select “Install ConvertKit”.
Step 4:
The pop up will close and you will have a screen with a green button indicating that you’ve connected Shopify and ConverKit successfully. Go ahead and click the next button again.
Step 5:
Now that Shopify and ConvertKit are connected. You need to create an automation. Why? That will tell your ConvertKit when to collect the emails. So go ahead and click the link that says “creating an automation”.
Step 6:
Now you’ll want to actually do something with this new ability to talk to Shopify. To do that, create an automation rule. That’s under Automations > New Rule if you need to find it again. Then select “Purchases a product” and then “Purchases on Shopify” for the trigger. Then you’ll have a list of all your Shopify products to select from.
Step 7:
Next, you need to select an action. That could be to add a tag (shown below), subscribe to a sequence, etc. I add my customers to a tag I set up called Shopify Purchases and I also have them go into my main sequence so they start receiving emails from me right away.
That’s it!!
You have new purchases in Shopify getting tagged in ConvertKit so they are officially on your email list!
Once you have Shopify and ConvertKit linked, ConvertKit will automatically add a few tags you should be aware of.
- GDPR: Advertising Consent. This is for those who, while going through checkout, agree to receive marketing emails.
- GDPR: Email Consent. This is for those who, while going through checkout, agree to receive emails.
- Shopify: No Marketing. These are people who do not wish to receive any marketing or emails from you. So, be SURE when you are sending out emails to your list, you do not include that tag!
BE CAREFUL!!! If you’re like me and want to save money, all the email addresses that ConvertKit adds to your list, such as the Shopify: No Marketing tag, you get charged for! If you go over your limit and up to a new threshold in ConvertKit because of people you can’t even legally email, it sucks. It’s a waste of money to pay for email addresses you can’t email. So be sure to routinely DELETE those emails out of that tag. It’s a hassle for sure and I’m hoping ConvertKit changes that soon!
Brooke says
So if someone is given the No Marketing tag, I should delete them from ConvertKit all together, right? Unless they opted in elsewhere on my site saying they do want emails.
Sarah Titus says
It depends how you have it set up and what you’re using for your leadpage. For example, currently, Leadpages makes the box checked automatically (there’s no way to disable it). So, I don’t just send the freebie to the person b/c I can’t collect their email address that way. I send them an email with the link to my store and a discount code. Basically, by running them through my store, I CAN keep the email address and it’s sent to ConvertKit through linking them together. In Shopify, I make the box NOT pop up about them getting emails, etc. I disabled it within Shopify itself. So now that the box doesn’t pop up to give them an option, legally, I AM able to send them emails. I’m not a lawyer and you definitely want to check all the European stuff with the particular companies that you use, but that’s how I do it so I’m able to email them. For European customers, I have the box in Shopify set to pop up and they go through a separate tag and I don’t email that tag.
Lisa says
Sarah, you’re amazing. Thank you for all of this. I didn’t even think to get rid of the box that asks customers if they want emails (within checkout). So I just turned mine off. Now I can email them as one of my shop’s customers, right? So who would get the “no marketing tag” in that case?
BTW, what’s your strategy behind your “no email address needed” freebies? The ones that download directly? Would you recommend that for those of us starting out in digital products (when we don’t have hundreds of printables to choose from)? So many others use content upgrades on every single post. You have one main opt-in and that’s it.
Thanks again!
Sarah Titus says
It’s really up to you what you do with the “no marketing tag”. You’ll hear different people say different things, but ultimately, just do what YOU feel is best for your business. 🙂
And yet my email list has 104,000 people on it, right. haha. Seems crazy but my strategy is to help people, plain and simple. <3 I think it's where most others go wrong. They are too busy thinking about THEMSELVES and what's best for THEM, making money, getting that email address, etc. that they forget we blog for the PEOPLE. If our blog is full of a bunch of junk that people have to sign up for this or that and the other, how is that helping anyone? The would-be customer just bounces and the blogger loses more than they ever can realize. A better strategy is to "treat others how you want to be treated". They need to stop worrying about every little thing and just serve and be helpful. Provide free in a world where every else's hand is out. People will notice that and the right ones WILL sign up (because you've helped them) and you'll gain more ground and make more money in the long run with a strategy that is people focused, not money or email list focused. I think most bloggers forget that. It's not about US. It's about THEM. I'm not saying work for free, I get we have to provide for our family's, but human decency is missing from our blogging world today, so standing out isn't really that hard anymore. Just think about them more than us. Be a good person. Care. It's so simple. 🙂
Victoria says
If you have time I’d love the answer to this – haven’t found answer anywhere but it feels obvious! How do I get people who subscribe to the newsletter form in my Shopify store footer directly into my Convertkit instead?
Sarah Titus says
Honestly, I could never figure that out. To do it, I would have had to go through Zapier, which is an additional monthly fee, so I opted not to do it and do a big hero image for my newsletter on the homepage instead. I feel like a newsletter at the footer, although “pretty”, wouldn’t convert well. The way I have it set up now with the hero image converts pretty well for me and a whole lot easier to set up. 🙂
Victoria Cullen says
Great suggestion and that’s a smart way to think through the problem, it’s all about what works best in the end and the footer can definitely be beaten in other ways – thank you for such a quick and helpful response!
Kala says
Do you have to add an automation for every single thing you sell or is there an option to add all items in the store to one automation? I’m not seeing any option for “any item sold” like what I think used to be there. Thanks!
Sarah Titus says
Yeah, they changed it. Now you can add by category, which is a LOT better than how we used to have to do it (yep: every single product). 🙂
Flavia Andrews says
Hi Sarah!
I was wondering what the no marketing tag meant. I mean, it’s obvious ‘no marketing’ so why would ConvertKit even add them to your list? I am so glad I found this post (organizally by the way!, you rank number 1 for no marketing tag convertkit shopify)
Thank you, your Shopify knowledge is invaluable!
Sarah Titus says
Absolutely. 🙂
Rebecca | RestyledHomes says
Thank you from the bottom of my heart for writing this post. I ‘m dealing with an issue and was hoping you could provide some insight. I used ConvertKit on two sites WordPress & Shopify. I linked my CK to my Shopify and created a POP-UP for email signups, but I forgot how that was initially set up. I reviewed the code and no code is on my theme. CK & Shopify techs can’t find the code, yet the pop-up exists, however, my sign-ups are not working correctly. What do you recommend to use for an email collector for Shopify?
Sarah Titus says
I’m not seeing an email pop up on your shop. I only see one in your footer. Is the pop up through an app you have in your store?
Rebecca | RestyledHomes says
I sent you a screenshot via email. Thanks for reaching out : -)