Connect Your Magento Store
You’ll find the instructions inside your Drip account on how to connect your Magento store.
To access these instructions:
Click the settings icon in the top right of your Drip account
Choose the version of Magento you’d like to install
Complete the on-screen Integration Instructions in your account
Once your store is connected, Magento begins sending your new customers and orders to Drip.
In the extension's settings in Magento, there are two buttons, one to sync customer history, the other to sync order history. The following points explain those functions:
Only orders without “Fully Cancelled” and “Fully Refunded” statuses will be imported.
If the button to sync customers is clicked, “Customer created” Drip events will be performed on each Magento Customer, and a Drip tag of "Synced from Magento" will be added to each person record.
If the button to sync orders is clicked, “Placed an Order” events will be performed for each Magento order. An "occurred_at" event property will be sent to Drip to make sure the order is placed appropriately on the associated person’s timeline.
Below is the list of events that get sent to Drip when a customer performs a certain action on your store.
This event is fired when a new customer is created in Magento.
This event is fired when an existing customer is updated in Magento.
This event is fired when an existing customer is deleted from Magento.
Customer logged in
This event is fired when a customer logs in to their Magento account.
Check out events
This event is fired when an existing customer starts a new checkout.
This event is fired when a customer updates an existing checkout.
Placed an order
This event is fired when an order is created.
Updated an order
This event is fired when an existing order is set to either “Refunded” or “Canceled”.
Fulfilled an order
This event is fired when an order’s status is set to “Order shipped” or “Complete”.
Refunded an order
This event is fired when a refund is applied to an existing order.
Canceled an order
This event is fired when an order’s status is set to “Cancelled”.
Viewed a product
This event is fired when a product page is viewed
Added item to wishlist
This event is fired when an item is added to a wishlist
Removed item from wishlist
This event is fired when an item is removed from a wishlist
Building Automation With Magento Events
Magento events can be leveraged as trigger points in workflows and rules. This allows your business to automate based on different shopping behaviors, like when someone starts a checkout, makes a purchase, adds an item to their wishlist, and more.
From any Workflow or Rule, add a new trigger
For the first drop-down, select Magento
From the second drop-down, select the Magento event you’d like to trigger the automation. All of the events listed in the previous section will be available for selection
Segmenting With Magento Data
When Magento events start flowing into Drip, you can segment your list to find people with common shopping behaviors. This allows you to target the right people for your emails.
Monitoring Your Magento Revenue From Drip
With Drip and Magento connected, revenue can begin to be attributed to the emails your customers are engaging with prior to completing a purchase. To get up to speed with how revenue is tracked, check out Drips revenue dashboards.