To use some of the integrations detailed in this article, you will need a Zapier account. For sign up and log in, visit Zapier.com. If you have questions regarding Zapier itself, please consult the Zapier help documentation page.
If you're installing popups, you will also need a Google Tag Manager and Google Analytics accounts, which can be created and accessed from Tagmanager.google.com and analytics.google.com respectively. If you have questions regarding Google Tag Manager or Google Analytics, please consult the Google Support page.
Embedding testimonials and surveys to your Shopify site
Getting your customers' testimonials or a survey up and running on your website is quite simple; just grab the embed code from Trustmary and paste it into a Custom HTML element in the site editor in Shopify.
For more detailed instructions, check out our help article on the subject.
Installing Google Tag Manager on Shopify
To begin installing Google Tag Manager onto your Shopify store, you need to have Google Analytics installed on your website. For instructions on how this is done, follow this walkthrough.
After Analytics is installed, the basic process consists of two steps: getting your Tag Manager container code, and adding it to your Shopify store. More detailed instructions on how these steps are done can be found in one of our help articles.
Installing popups with Google Tag Manager
We recommend using Google Tag Manager to install the Trustmary popup script, as this helps ensure the popup is always shown to visitors. For more information on the installation process, check out our installation guide.
In this guide, we will be taking a look at integrating Shopify and Trustmary via Zapier. Before you start creating integrations with Zapier, we recommend you take a look at our general Zapier integration guide to learn how the basic process of integrating your apps works with Zapier.
Trigger events (from Shopify to Trustmary)
Having Shopify as the trigger in Zapier enables you to transfer data from Shopify to Trustmary. When using Shopify as the trigger in Zapier, you will have access to several trigger events that can be used to launch the set functions. The trigger events include for example, New Customer, New Order and New Product. The full list of the triggers can be found below.
Action events (from Trustmary to Shopify)
Having Shopify as the action in Zapier enables you to transfer data from Trustmary to Shopify. When using Shopify as the action in Zapier, you will have access to several action events that can be set for the app to perform when triggered. The action events include for example, Create Customer, Create Product and several different Searches. The full list of the actions can be found below.
Zapier template: Create/update Trustmary contacts from new Shopify orders
The most simple way of creating or updating Trustmary contacts from Shopify orders is by using our Zapier template designed specifically for this. This template has most things already configured, so you don't have to do all the work yourself!