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Data Fields, Segments and Tags in Our Latest Plugin Versions

Our latest plugin versions Shopify (12/2021) and Shopware 5 (12/2021) offer lots of helpful and useful features to help you get started with your email marketing. 

For example, you can select a recipient list or create a new one. You can select which data fields you want to transfer to CleverReach and assign them. We explain what data fields are and which segments or tags are automatically created for you in our plugins. We also answer the most frequently asked questions and provide options to contact our service team if you need further help or have any other questions.

What are Data Fields?

Data fields in CleverReach are the fields containing details about your recipients. 

You can name the data fields and fill them with details you need for sending out your newsletter. The email address field is always preset by default, as the recipient's email address is invariably required. 

Add up to 45 data fields to the recipient lists in your CleverReach account. After having created new fields, you can fill them manually or via data import. 

Take a look at your created fields by navigating to your recipient list and clicking on [Settings] > [Fields]. Here you can see a list of all your fields, sorted by list fields and intergroup fields. Edit or delete existing fields or create new ones. For more details browse this helpcenter post.

Plugin Installation

Select or Create Recipient List

For the initial synchronization you can select whether you want to create a new recipient list in CleverReach or select an existing one for transferring your recipient data.  

There are three types of recipients you can select and synchronize: 

Subscribers

All people who are your newsletter subscribers. 

Buyers

All people who have purchased something from your shop. This includes guest buyers. 

(Other) contacts

All people who have neither subscribed to your newsletter nor placed an order in your shop. Basically, this includes all other people from your database. 

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You can also select all recipient types for the data synchronization.  

Changed your mind? Adjust the settings at any time by navigating to the plugin settings. 

Selecting Data Fields

In step 3 of the initial import you can decide which data fields you want to transfer to CleverReach. 

The following data fields are prefilled by default: 

  • Email Address
  • Shop Name

The GDPR regulates that data should be collected sparingly. That's why we let you decide for yourself which data you want to import to CleverReach. 

In addition to the default fields we provide, you can also select custom fields from your external system in CleverReach. Transfer, for example, the first and/ or last name your customers for a personal approach in your newsletters. 

Please note that Shopify does not offer custom fields. Shopware 5, however, allows you to create and select custom fields. 

Assigning Data Fields

Additionally, the plugin allows you to assign data fields between your external system and CleverReach. By assigning data fields you can easily insert the fields in your newsletter and automatically use the data when sending out your email. 

Please note that the plugin automatically assigns fields in the background. Edit the default settings via the [Assign Data Field] button. 

- Screenshot

If the plugin detects that a data field has not yet been created in CleverReach, a [Create New Data Field] is added by default.

If a field already exists in CleverReach, it is assigned automatically. For example: You want to transfer the data field "First name" from Shopify and your CleverReach account already has a data field called "First name" - the data field is assigned automatically. 

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Data Field Settings in the Plugin

After the initial data import, you can edit them in the plugin [Settings] at any time.

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Segments

The latest plugin versions create segments or filters for newsletter subscribers, buyers and other contacts for you. Segments can be selected for your newsletters and are perfect for targeted email marketing. 

No segments are created automatically based on tags. 

You can easily create segments in your account based on your existing tags though. This helpcenter post shows you how to do it. 

Tags

Existing tags from your external system are automatically transferred to CleverReach during the initial import. Filter them by segment and created target-group specific newsletters. 

Take a look at these posts to find out about all the other great features of our plugins - and how to install them: 

FAQ

Question: If I don't synchronize order data - how does that affect the tags? Are product categories still attached to recipients? 

Answer: Product category tags are only attached if order synchronization is enabled. If this is not the case, category tags are not attached to your recipients. 

Question: Are product details of my Shopware items like image, description, price, size, materials... automatically transferred when synchronizing order data or do I have to create data fields manually during the installation process? 

Answer: The data fields containing purchase information are automatically mapped with the purchase data fields in CleverReach when selecting "Buyers" as a recipient group. There is currently no possibility to assign fields individually. 

Question: Is the newsletter status still transmitted or only if I specify this as a data field for the newsletter status?

Answer: That depends on the integration. Shopify has a data field called “Accepts marketing update at” & “Marketing Opt-In Level”, which you can individually select and map. Shopware 5 does not offer this predefined default field. Define it in an individual Shopware field and select it via mapping in the plugin. 

Question: What happens if I delete a data field in CleverReach? Is the field also deleted in the shop system? 

Answer: The data field is NOT deleted in the shop system. If you delete a data field in CleverReach, this is not automatically deleted in the shop system. In this case, the synchronization skips this field and removes it from the mapping assignment. 

Question: What happens if I rename a data field in CleverReach or my shop system? Is it automatically changed in both systems? 

Answer: If you rename a data field in CleverReach or your shop system, this is not automatically transferred to the other system. As the key for this attribute stays the same, the synchronization still works with the renamed field. The field name is updated in the mapping assignment (Shop system data field or CleverReach data field).

Question: If I select an existing recipient list during the import, the recipient details (e.g. name, street) do not change in CleverReach, right? Are the data from CleverReach later synchronized to Shopware? The data must actually be identical in both systems? 

Answer: This is the same case as "Creating a new recipient list". You first select a list of attributes for synchronization. In the "Mapping" section, the integration automatically matches the existing fields with the selected fields.

For the rest, you have the option to create a new field or use an existing one.

The connection is bidirectional, i.e. when the CleverReach data field value is updated, the integration will use the reverse mapping and update the corresponding field in the system as well.

Example:

  1. You have an attribute called "First Name" in Shopify.

  2. Through the application, you select this field for synchronization and map it to the CleverReach "First Name" field.

  3. The initial synchronization has been completed and the data from Shopify is synchronized with CleverReach.

  4. You change the "First Name" field in CleverReach.

  5. The plugin updates the "First Name" for this customer in Shopify

Question: Does the connection still work bi-directionally?

Answer: Yes, the connection still works bi-directionally. A bi-directional update, however, works only for fields that have been defined for a particular system during the first analysis. 

 

Help & Support

If you have any questions or need further assistance, please contact our service team at any time. 

Have more questions? Submit a request

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