How to Integrate Shopify

You can integrate your Shopify store in just a few steps by opening the Lumo app from the Shopify admin. Once integrated, your Shopify customer, order, and product data is synced to Lumo, so the agent can put it to work for LINE marketing.

What you can do with the Shopify integration

The Shopify integration connects your Shopify store to Lumo so you can use your store data for LINE marketing.

Once integrated, you can do the following:

• Sync Shopify customer information, order data, and product data to Lumo
• Capture behavior such as product views and cart additions in your online store
• Use the captured data for Segments and Message Broadcasts

When data flows into Lumo, the agent plans broadcasts based on customer behavior. After integrating, we recommend that you first tell the agent your goals and discuss what is possible. If you want to review the integration steps or the synced data settings yourself, refer to each section of this article.

Before you begin

To start the integration, you need to prepare things on both the Shopify side and the Lumo side.

• You have an administrator account for your Shopify store
• You can open the Lumo app from the Shopify admin
• The LINE Official Account you want to integrate has already been created in Lumo
• Your Workspace is on the Starter plan or above (you can't start the integration on the Free plan)

You log in to Lumo after Shopify access approval is complete. You don't need to select a LINE Official Account before you start the integration work.

Integrating Shopify

To integrate, you open the Lumo app from the Shopify admin, approve access, and then select a LINE Official Account.

The access permissions you approve include the permission to issue discount codes for coupon campaigns (write_discounts).

When the integration is complete, a confirmation checklist appears. Follow the checklist to complete the remaining setup on the online store side.

What happens automatically

During integration, the following settings are configured automatically. You don't need to do anything manually.

• Registering the tracking target domain: Your online store's domain (the myshopify.com domain) is registered automatically
• Connecting Lumo Tracking: Tracking for capturing behavior data is connected automatically

Notes

• After the first integration, syncing your existing order, customer, and product data may take some time
• Items that contain personal information, such as email addresses and phone numbers, are opt-in by default. Enable them only when you need them

Working through the confirmation checklist

The confirmation checklist that appears after integration lets you review the setup status on the online store side all in one place. Keep the Shopify admin open until every step is complete.

The checklist includes the following steps:

Checking the LINE integration button

Confirm that the LINE integration button has been added to the order completion page or the account page. With this button, customers can link their Shopify account to your LINE Official Account. If you've connected Klaviyo or HubSpot, the customer is also linked at the same time to an existing profile or contact with a matching email address (no new records are created).

You can place the LINE integration button in the following locations. Both classic customer accounts and new customer accounts are supported.

• The order completion page (thank-you page)
• The profile on the account page
• The order list and order status pages on the account page

The button appears once you add its block in the Shopify editor. It doesn't appear on pages where you have not added it. Also, for the LINE integration button to work, you must first complete the LINE Login settings. If LINE Login is not set up, the button won't work, so follow the guidance in the checklist to set it up.

In the block settings, you can customize the button label, the heading, the description, and whether the button opens a popup. The profile on the account page shows the connection status (connected or not connected) and the date the customer connected. Connected customers can disconnect themselves at any time with "Disconnect".

Testing before launch (test viewers)

Before launch, you can limit who sees the LINE integration button and check that it works. On the "ID linkage" tab of the Shopify integration, open "LINE link button visibility", turn on "Show only to test viewers", enter the customers' email addresses under "Test viewers" separated by commas, and save. While it's on, only those customers see the LINE integration button (on the order completion page and everywhere on the account page); other customers don't.

• Only customers who have logged in to their Shopify customer account at least once can be test viewers. Have testers log in first
• On save, Lumo matches the addresses against Shopify customers. If an address isn't found, the settings can't be saved; fix the addresses shown and save again
• While it's on, the Shopify integration screens show "Test mode". Turn it off when you launch
• The same test viewers are available under "Audience" for the LINE friend-add CTA

Checking the Lumo Tracking connection

In the Shopify admin under "Settings" > "Customer events", confirm that "Lumo Tracking" is connected. Lumo Tracking is connected automatically during integration, so if it shows as connected, no further action is needed.

Lumo Tracking lets you capture behavior data such as product views and cart additions in your online store.

The embedded screen after integrating

Once integration is complete, you can review the integration status and manage the account from the Shopify embedded screen.

Checking the connected LINE Official Account

The information for the connected LINE Official Account appears in a panel. You can check the account name and ID.

Opening the Lumo admin

Click "Open Lumo admin" to go to the Lumo admin. You configure the synced data scope and use marketing features from the Lumo admin.

Changing the integrated account

If you want to change the integrated LINE Official Account, use "Change integrated account".

Setting the scope of data to sync

You manage the scope of the Shopify data to sync on the synced data page under the Shopify settings in the Lumo admin.

On this page, you can set, item by item, whether each Shopify property is synced to Lumo. Items that contain personal information, such as email addresses and phone numbers, are opt-in by default. Enable them explicitly only when you need them.

If you have not decided which data to sync, first ask the agent "which Shopify data should I use," and it will suggest items that match your goals.

Removing the integration

You remove the Shopify integration from the Shopify settings in the Lumo admin.

Data deleted when you remove the integration

When you remove the integration, the following data is deleted. This data cannot be restored after you remove the integration.

• Customer and order data synced from Shopify
• The ID linking information between Lumo customers and Shopify customers

When the ID linking information is deleted, it may affect the broadcast recipients of Segments that use Shopify attributes. Note that if customers link their IDs again after you re-integrate, the links are recreated.

When things don't work

Here are common situations with the Shopify integration and the points to check.