Connect your ConvertKit account

1. Open a new window/tab in your web browser, then navigate to ConvertKit's website https://app.convertkit.com and log in to your ConvertKit account.

2. Click on the Menu icon in the upper-right corner to open a drop-down menu. 

3. Click on  "Account settings" in order to open the Account Info screen.

4. Find and copy your API Key and API Secret.

5. IMPORTANT: 

In order to manage customers within ConvertKit, you need to create Tags within your ConvertKit account. These Tags will be assigned to customers and can be used as a trigger for a new or existing email sequence.

You can name tags as Cart Abandoned (OCU), Checkout Completed (OCU), Checkout Completed With Offers (OCU) or in some other way suitable for you.

5. Open the OCU app within your Shopify store. Click the "Settings" button from the left-side navigation menu then click "CRMs". Paste your API Key and API Secret into the appropriate fields in the ConvertKit section. Then click the green "Connect" button.

Your ConvertKit account is now connected to your OCU app via API! 

Select CRM tags for emails

Select the desired tag(s) from the fields titled: 

  • “Cart Abandoned” Tag
  • “Order Completed” Tag and/or 
  • "Offer Product Purchased" Tag 

...by clicking on the drop-down menu and selecting the tag

Managing Subscribers

Once a customer starts an OCU checkout you will see their status in the "Checkouts" section of OCU listed as "In Process". If the customer enters their email and contact info then clicks the "continue to shipping method" button, but then abandons the OCU checkout, their status will then update to "Abandoned" after 30 minutes have passed. Then their record will be sent over to your connected ConvertKit account within 1 hour from that time. 

The Abandoned Cart (OCU) tag you created will be assigned to each customer that abandons the OCU checkout. 

If you want to send emails to customers who completed an OCU checkout order and/or completed an OCU checkout order with offers, you need to create and connect the Completed Order (OCU) and/or Completed Order With Offers (OCU)Tags as described previously.  

Once ConvertKit is connected to OCU and the tags have been selected, it will automatically collect the following information and automatically create the following custom fields in your ConvertKit account: 

The customers who did not complete their orders (receive the Abandoned Cart (OCU) tag):

  • Last Abandoned Cart Item1 Name (OCU) (from 1 to 5)
  • Last Abandoned Cart Quantity1 (OCU) (from 1 to 5)
  • Last Abandoned Cart Price1 (OCU) (from 1 to 5)
  • Last Abandoned Cart Subtotal (OCU)
  • Last Abandoned Cart Date (OCU)
  • Last Abandoned Cart Restore URL (OCU) (the link which leads user to the checkout with all abandoned cart contents)
  • Accepts Marketing (OCU)
  • Phone Number (OCU)

The customers who completed their orders (receive the Completed Order (OCU) tag):

  • Last Placed Order Item1 Name (OCU) (from 1 to 5)
  • Last Placed Order Quantity1 (OCU) (from 1 to 5)
  • Last Placed Order Price1 (OCU) (from 1 to 5)
  • Last Placed Order Image1 URLs (OCU) (from 1 to 5)
  • Last Placed Order Cart Subtotal (OCU)
  • Last Placed Order Date (OCU)
  • Accepts Marketing (OCU)
  • Phone Number (OCU)

The customers who completed their orders AND purchased offer item(s) (receive the Completed Order With Offers (OCU) tag:

  • Last Purchased Offer Item Name (OCU)
  • Last Purchased Offer Price (OCU)
  • Last Purchased Offer Image URL (OCU)
  • Last Purchased Offer Date (OCU)
  • Accepts Marketing (OCU)
  • Phone Number (OCU)

Important Note: The custom fields listed above will be created automatically by our integration. Do not manually create these custom fields in your ConvertKit account. 

Setting up an Email Sequence in your ConvertKit account

1. Click on the “Sequences” tab and then click “Create Sequence”. Name your sequence (Example: Abandoned Cart (OCU) sequence) and save it on the next page.

2. Click on the “Automations” tab and then click “Add Rule”.

3. Select your Tag to be used as the Trigger (Example: "Cart Abandoned (OCU)") and your previously created Sequence (Example: Abandoned Cart (OCU) sequence) as the Action. Then click the "Save Rule" button.

Each time a customer that has abandoned the OCU checkout is ported over to your ConvertKit by the integration, their email is added with the Cart Abandoned (OCU) tag assigned to their record. It will then trigger sending the email from the selected sequence.

Setting up an email sequence using Custom Fields

Once your Sequence is created, you will need to configure/modify the email content for it. You can use custom fields created by OCU to personalize emails for each customer. Use the "Personalize" option in the email editor to make this easy to do!

Additional information about using custom fields in email content can be found in this article: https://help.convertkit.com/article/361-how-can-i-add-a-subscribers-name-to-my-email

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