Introduction

This guide details how to integrate and manage promotions between Shopify and Voyado Engage. By connecting these platforms, you can synchronize promotional campaigns, enhancing customer engagement and loyalty.

Prerequisites

Before integrating promotions, ensure the following:

• Voyado Engage App Installation: The Voyado Engage app should be installed and connected to your Shopify store.
• API Key: An API key generated in Voyado Engage to facilitate secure communication between Shopify and Engage.
• Promotion Module Enabled: The promotion module must be enabled in your Voyado Engage environment. Validate this with your Voyado team.

Important Note About Promotion Syncing

A customer's promotions are only synced when they visit a page containing the Promotions & Loyalty App Block. For example, if the app block is placed on the My Account page, promotions will only sync when the customer visits that page. To ensure proper syncing, add the app block to all necessary locations on your Shopify site where promotions should be updated.

Things to Keep in Mind

• Re-syncing Used Promotions: If a customer has used a promotion and that specific promotion is assigned again, Engage will not be able to re-sync it. This happens because both the redeemed and active external codes are required in the Engage API.
• Handling Duplicate Promotions: If a customer has two of the same external codes (and hasn’t used either of them), Shopify will only be able to handle one, meaning both will be redeemed in Engage.
• Promotion Usage Without Login: Shopify only fetches available and used promotions from Engage once the customer logs in. However, it is possible for a customer to use a promotion without being logged in. If an offer is already synced to Shopify and the offer is redeemed from another source outside Shopify, it could theoretically be reused within Shopify.

Set up and work with Promotions

Enable Promotion Sync in Voyado Engage App

1. Access App Settings:
   • Log in to your Shopify Admin panel.
   • Navigate to Apps and select the Voyado Engage app.
2. Configure Promotion Sync:
   • Within the app settings, locate and enable the Promotion Sync option.

Create Discounts in Shopify

1. Navigate to Discounts:
   • In Shopify Admin, go to Discounts.
2. Create Discount:
   • Click Create Discount and choose the discount type (e.g., Amount of products, Buy X get Y, Amount of order, Free shipping).
   • Define the discount details, including value, applicability, and usage limits.
3. Set Discount Code:
   • Assign a unique Discount Code. This code will link the Shopify discount to the Engage promotion.
4. Save Discount:
   • After configuring, click Save to create the discount in Shopify.

Create and Link Promotion in Voyado Engage

1. Access Promotions:
   • Log in to Voyado Engage and navigate to the Promotions section.
2. Create New Promotion and Assign External Identifier:
   • Click Create Promotion and enter promotion details.
   • Tick the Can be used online box.
   • Locate the External Promotion Code field and enter the exact Discount Code used in Shopify. This linkage ensures synchronization between Shopify and Voyado Engage.
   • Enter a Title and Description in the Presentation section. These details will appear in the checkout extension app block. Note: Multilingual support is not available so you'll need to create and assign separate promotions for each language.
3. Save the promotion.

Assign Promotions to Customers in Voyado Engage

1. Activate Promotion: Make sure to activate the promotion.
2. Assign Promotion: Assign the created promotion to the selected customers. Either manually or via an automation.

Promotion Redemption in Engage

• Apply Discount Code: Customers can enter the assigned Discount Code during checkout in Shopify.
• Validation: Shopify validates the code, and if eligible, applies the discount to the order.
• Order Completion: The customer completes the purchase with the applied promotion.
• Promotion redemption: Purchase is completed and promotion is marked as redeemed in Voyado Engage. 

Testing & Troubleshooting

• Test Promotions: Create test promotions and conduct trial purchases to verify the integration's functionality.
• Troubleshoot Issues:
  • If promotions aren't applying correctly, verify that the Discount Code in Shopify matches the External Identifier in Voyado Engage.
  • Ensure that the Promotion Sync setting is enabled in the Voyado Engage app within Shopify.
  • Confirm that the Promotions & Loyalty App Block is placed on all necessary pages to trigger syncing. 

Article last reviewed 06 October 2025 07:53