6 min read
Over the past 3 years I had built a pretty decent sized list to over 6,700 people with my Shopify store, Calm The Ham. However it wasn't very engaged and more of the typical e-commerce store list (impersonal). As someone who wasn't taking advantage of email marketing to0 much anyway, I wanted to migrate somewhere else where I could take more advantage of the asset I'd created and add more personality to my emails.
I procrastinated on migration for weeks and weeks, dreading it. However once I did it I was shocked at how much easier it was than I expected.
Here’s where I’m at today:
Want to do what I did? Here’s how:
What you will need for the full setup I’m going to describe:
The e-commerce flow for physical products like mine looks a little different than the typical digital products as there's a shipping you need to be aware of. However the same process would work for digital products.
Here's how it looks:
Here are some sequences you can set up within ConvertKit for your Shopify store to keep your customers engaged and coming back for more:
This sequence is when someone opts in for a discount on their first order
When you get a new customer, have an email go out to thank them
After someone places an order you send them an email to entice them back for more.
Before starting I made a checklist of my existing forms and what I needed to move. For my Shopify store it was pretty simple, the key for me was not in the forms but in the tagging of customers (coming next).
Here are the only forms I needed:
Tags are a great way to segment your audience according to their engagement, buying status, product purchase and much more.
Advanced Tag Strategy:
I have product collections within my store, due to this I like to tag my customers with the collection they have previously purchased from. This way when I add a new product to the collection I can easily segment these people.
To add a tag: Subscribers > Create a Tag
There doesn’t seem to be a completely automated way of automatically tagging repeat buyers in ConvertKit, however it’s very easy to do. You can also use this same process for tagging different segments of people in bulk (makes migration a cinch).
Filter: Number of orders > greater than > 1
Export the customer results as a CSV
Import the subscribers to Shopify and add them to ‘Repeat-Customer’ tag
Now all the customers you have added to your list have been tagged as ‘Repeat-Customers’ so you can easily segment them for custom promotions or offers.
Once you have created tags based on your subscribers buying status, engagement level, product choice etc, you can now create some segments to make contacting those people in one batch much easier:
Under the Subscribers tab you’ll see an option on the right to ‘Create a Segment’.
Some segments you should consider:
Once you know who your best customers are you can send them unique offers. Additionally with prospects – you set them up with a custom offer sequence to convert them to buyers.
The automations part is where the magic happens! To take full advantage of everything, I would recommend getting Zapier which will allow you to do a lot with.
The next step is to add the shopify integration to your ConvertKit account. To do this you go to Automations > Integrations > Shopify
To see a detailed step-by-step guide head here.
Automations I would recommend:
3. Set up the ConvertKit automation:
To tag customers for specific product types they buy you can create an automation for this:
Trigger: Purchases a Product > Shopify > Product = Tag added
This whole process can be setup within a couple of hours and will give you powerful insights and capabilities for email marketing for your online store. By doing this you can promote only products that are relevant to your customer and keep them more engaged.
Why is this important? Your email list is your business asset and by engaging with the customer better and offering them what they want you will increase the customer lifetime value which hits your bottom line.
Ready to increase your customer lifetime value? Join me on ConvertKit to get started.
Editor’s note: This week’s guest post comes from Cathryn Lavery, founder of Little Might. Cathryn teaches smart people like you how to build and launch a product successfully – even if you have zero experience. In this post, Cathryn takes you behind the scenes of her ConvertKit strategy to show you how you can use Shopify and ConvertKit together to keep your products top of mind for your customers.