Here are the steps in configuring the Shopify app for Voyado Engage.

1 - Install the app in Shopify

In Shopify Admin, go to Apps → Shopify App Store.

1. Search for Voyado Engage.
2. Click Add app and complete the installation.

If you already have a Voyado Engage account

1. In the app’s first screen, choose I already have an account.
2. Voyado might need to enable Shopify support for you – contact your Voyado team.

If you don’t have an Engage account yet

1. In the app onboarding, fill in Company name and Company number (or equivalent).
2. Click Submit – Voyado will contact you to create the account.
3. Once the Engage account is ready for Shopify, re-open the app and choose I already have an account.

You can always get back to the app later via Apps → Voyado Engage → Settings in Shopify.

2 - Connect Shopify to your Engage environment

In Shopify, open Apps → Voyado Engage → Settings.

Voyado API Domain

Under Engage account connection, fill in Voyado API Domain:

• Production: https://{tenant}.voyado.com
• Staging: https://{tenant}.staging.voyado.com

(Replace {tenant} with your Engage tenant name.)

Voyado API Key

Generate this in Config Hub inside your Engage environment (API key for the Shopify app).

1. Click Connect.
2. Verify that a confirmation panel appears showing the connected Engage URL.

Changing environment later

In the Voyado Engage app go to Settings and then Disconnect.

Enter a new API Domain and API Key and click Connect again.

All app configuration (mappings, toggles, and so on) are retained when you disconnect/reconnect

3 - Map Shopify countries to Engage stores

This store -> country mapping determines which Engage store that each Shopify customer and order belongs to, which is critical for segmentation and reporting.

1. In Shopify, open Voyado Engage → Settings → Voyado Store to Country Mapping.
2. Click Add mapping.
3. For Mapping type, choose Shipping country.
4. For Voyado Store, pick the Engage store (type ECOMM) that should handle that shipping country.
5. For Shipping country, select the corresponding country from Shopify.
6. Repeat these steps for each market you sell to.
7. Set a Rest of the world fallback store (mandatory) for customers with unmapped or missing country.

4 - Configure contact synchronization

This determines how customers are created in Engage.

Open Voyado Engage → Settings → Contact synchronization in the app.

Choose the identification method

Pick Customer identification method:

• Identify by email only (recommended) – lookups only by email (unique in Engage).
• Email first, then phone number – only if you’re okay with the risk of non-unique phone numbers.
• Phone number first, then email – least recommended.

Best practice: Use Identify by email only to avoid duplicates.

Choose the contact type

Choose Customer contact type:

• Create everyone as Member (recommended) – all Shopify customers are stored as Members in Engage.
• Both Contact and Member – not recommended with Shopify’s New Customer Accounts, because all new customers will effectively end up as Contacts.

5 - Decide when orders become receipts in Engage

This determines the receipt sync stage. Do this:

1. In the Voyado Engage app, go to Settings → Receipt sync stage (wording may vary slightly).
2. Choose when an order should be stored as a Receipt in Engage:
   • When Order is Unfulfilled, or
   • When Order is Fulfilled.

6 - Order notifications (transactional emails from Engage)

1. In Engage, prepare your automation workflows and email templates for:
   • Order confirmation
   • Order shipped / partially shipped
   • Order cancelled
   • Order refunded
2. In Shopify, for Shopify Plus stores, disable Shopify’s native transactional emails (where allowed) so customers don’t get duplicates.
3. In the Voyado app Settings, enable Order notifications (name may vary slightly) so Shopify events trigger Engage automations with mapped order data.

7 - Inventory sync for Back in stock

Enable Inventory Sync in the Voyado Engage Shopify app

1. In Shopify Admin, go to Apps → Voyado Engage.
2. Open the app and go to Settings.
3. Find the toggle for Inventory Sync and turn it ON.
4. Make sure the locations that handle online orders are included in the stock levels that are synced (i.e., the same locations Shopify uses for your online store).

This step ensures that when stock levels change in Shopify, Engage is updated and knows when to trigger the notification.

8 - Enable the Soft ID Detect App Embed in Shopify

1. In Shopify Admin, go to Apps → Voyado Engage.
2. Click View app embed
3. In the App Embed view, enable the toggle:
   • Soft ID Detect App Embed
4. Click Save in the top right corner.

9 - Configure the Soft identification decrypt key

1. Login to Voyado Engage.
2. Go to Administration -> Configure Engage
3. Open Soft identification section
4. Copy the Encryption key (for the correct environment, usually production)
5. Go back to Shopify admin -> Apps -> Voyado Engage
6. Paste the key into Soft identification decrypt key

This key is required for Shopify to decrypt the identifier coming from Engage generated email links.

10 - Web Pixel Tracking

This is used in abandoned cart, abandoned browse and products of interest.

1. In Shopify, open Voyado Engage → Settings → Web Pixel Tracking.
2. Enable:
   • Enable cart tracking – for abandoned cart flows.
   • Enable identification of customers by email at checkout (+ Create a customer in Engage if their email is not found, if you want auto-creation).
   • Enable product view tracking – for product interest / abandoned browse.
3. Confirm the environment (Production vs Staging) matches your Engage API domain (staging if URL contains staging).

11 - Loyalty & promotions in the storefront

Now you will configure theme blocks and checkout appearance. 

Promotions & loyalty app theme block

1. In Shopify Admin, open Voyado Engage and click Customize theme from the app.
2. In the Theme Editor, click Add section → Apps → Voyado and insert the Loyalty / Promotions block where you want (for example, My account).
3. Save the theme.

Reward vouchers & promotions settings

1. In Voyado Engage → Settings, enable:
   • Promotion sync (for multichannel promotions from Engage).
   • Loyalty voucher sync (for reward vouchers from Engage). 
     • Combination options - Choose whether a voucher can be combined with:
       • Product discounts
       • Order discounts
       • Free shipping discounts
2. In Engage:
   • Set up Reward vouchers (from points) as needed. Visit this page to learn more.
   • For promotions, make sure the External promotion code exactly matches a discount code in Shopify. Visit this page to learn more.

Checkout UI extension (Shopify Plus)

1. If you’re on Shopify Plus, go to Settings → Checkout → Customize.
2. Add the Loyalty Checkout Extension (usually near the discount code field).
3. Configure:
   • Whether to require login in order to show offers.
   • Label overrides (optional).
   • Whether you show promotions, vouchers, or both (depends on which sync toggles are on).

12 - Data import

In this step you will be importing existing customers and orders. If you’re onboarding an existing Shopify store, run these imports so that Engage starts with the full customer history.

In Shopify, open Voyado Engage app → Data Import.

Step 1 – Import customers

1. Choose Import customer data and click Submit.
2. All Shopify customers (including Shopify POS) are created in Engage if they don’t exist.
3. If they exist, the app just fetches their contactId and stores it in Shopify for future linking.

Step 2 – Import orders

1. In the same screen, choose the date range (Start date / End date) for orders you want to migrate.
2. Click Submit to import orders.
3. Orders are imported only when their customer already exists in Engage (hence customers first).

Article last reviewed 30 January 2026 09:43