Automatically Input Customer Data Into Yotpo | Tutorial
Learn how to seamlessly integrate Customer Fields with Yotpo using Zapier, streamlining customer data management in Shopify.
Try 📈Customer Fields: https://app.customerfields.com/billin...
Learn more 🧑🎓
https://www.yotpo.com/integrations/cu...
https://heliumdev.com/blog/yotpo-emai...
In this tutorial, Kyle from Helium demonstrates a step-by-step guide on how to:
Set up a Zapier integration between Customer Fields and Yotpo
Automatically update customer profile properties in Yotpo
Collect custom data through forms on your Shopify storefront
Map custom fields, such as gender, skin tone, and birthdate, to Yotpo customer profiles
Discover how to enhance your customer data management and unlock personalized marketing opportunities with Yotpo.
Watch now and take your Shopify store to the next level!
Timestamps:
00:00 - Introduction
Kyle from Helium introduces the demo on end-to-end integration between Customer Fields and Jackpot using Zapier.
00:11 - Setting up the Zap
Kyle explains the Zap setup in Zapier, using a popular trigger for new form submissions.
00:22 - Use Case Overview
Discussion on the most popular use case for merchants, where customers submit forms on a Shopify store.
00:45 - Demo Zap Walkthrough
Detailed walkthrough of the Zap setup, including event selection and action configuration.
01:23 - Mapping Custom Fields
Explanation of mapping custom fields like email, gender, skin tone, and birth date in the Zap.
02:14 - Customer Fields Form
Overview of the form created in the Customer Fields app, showing the fields and options available.
03:09 - Gender Field Mapping
Explanation of how the gender field is mapped and the specific values required by Jaco.
03:53 - Skin Tone Field Use Case
Discussion on the use case for collecting skin tone information for personalized product recommendations.
04:15 - Form Installation on Shopify
Demonstration of installing the custom form using the app embed extension in Shopify.
04:39 - Submitting the Form
Live demo of filling out and submitting the form on the Shopify storefront.
05:50 - Viewing the Submitted Data in Shopify
Kyle shows how the submitted data appears in the Shopify admin and how it can be used.
06:38 - Confirming the Zap in Zapier
Verification of the Zap run in Zapier and review of the data that was sent.
07:19 - Data Mapping Tips
Kyle checks the customer records in Yotpo to confirm the data transfer from Shopify.
08:18 - Creating a Segment in Yotpo
Demo of creating a segment in Yotpo based on custom properties like skin tone.
09:18 - End-to-End Process Overview
Recap of the end-to-end process, from form creation to data transfer and campaign setup.
09:31 - Creating Segmented Email Campaign
Kyle walks through creating a targeted email campaign in Yotpo based on the collected custom data.
10:38 - Conclusion
Closing remarks and invitation to reach out with questions.
Keywords: Shopify, Customer Fields, Yotpo, Zapier, customer data management, personalized marketing, ecommerce automation.
Watch video Automatically Input Customer Data Into Yotpo | Tutorial online without registration, duration hours minute second in high quality. This video was added by user Helium 16 August 2024, don't forget to share it with your friends and acquaintances, it has been viewed on our site 105 once and liked it 4 people.