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Shopify 集成指南

本指南将完整讲解如何把 Tajo 与你的 Shopify 商店集成，解锁强大的客户互动、会员计划和营销自动化能力。

概览

Tajo 与 Shopify 的集成让你可以：

自动同步客户数据，直接来自你的 Shopify 商店
追踪订单和商品，用于个性化营销
运营会员计划，包含积分、等级和奖励
自动化营销活动，通过 Brevo（邮件、短信、WhatsApp）
细分客户群，按购买行为和互动情况划分
挽回弃购购物车，用自动化序列触达

前置条件

开始集成之前，请确认你已具备：

Shopify 商店，任意套餐均可（Basic、Shopify、Advanced 或 Plus）
Tajo 账号，且订阅处于有效期内
Brevo 账号（可选，用于营销自动化）
Shopify 商店的管理员权限

第 1 步：安装 Tajo 应用

从 Shopify 应用商店安装

打开 Shopify 应用商店
搜索 “Tajo”
点击 Add app
查看权限说明，然后点击 Install app
系统会将你重定向到 Tajo 安装向导

手动安装

如果你更倾向于手动配置：

# Clone the Tajo Shopify app
git clone https://github.com/tajo/shopify-app.git

# Install dependencies
cd shopify-app
npm install

# Configure environment
cp .env.example .env

配置你的 .env 文件：

SHOPIFY_API_KEY=your_api_key
SHOPIFY_API_SECRET=your_api_secret
SHOPIFY_SCOPES=read_customers,write_customers,read_orders,read_products
TAJO_API_KEY=your_tajo_api_key
BREVO_API_KEY=your_brevo_api_key

第 2 步：配置数据同步

客户同步设置

在 Tajo 仪表板中，选择需要同步的客户数据：

{
  "sync_settings": {
    "customers": {
      "enabled": true,
      "sync_frequency": "real-time",
      "fields": [
        "email",
        "first_name",
        "last_name",
        "phone",
        "accepts_marketing",
        "tags",
        "total_spent",
        "orders_count",
        "created_at",
        "addresses"
      ]
    },
    "orders": {
      "enabled": true,
      "sync_frequency": "real-time",
      "include_line_items": true,
      "include_fulfillments": true
    },
    "products": {
      "enabled": true,
      "sync_frequency": "hourly",
      "include_variants": true,
      "include_images": true
    }
  }
}

Webhook 配置

Tajo 会自动注册以下 Shopify Webhook：

Webhook	用途
`customers/create`	将新客户同步到 Tajo 和 Brevo
`customers/update`	保持客户档案最新
`orders/create`	追踪购买行为，发放会员积分
`orders/paid`	触发购后营销活动
`orders/fulfilled`	发送物流通知
`carts/create`	追踪弃购购物车数据
`carts/update`	更新弃购挽回序列
`products/update`	保持商品目录同步

首次数据导入

已有商店可以导入历史数据：

// Import existing customers
async function importShopifyCustomers() {
  const shopify = new Shopify({
    shopName: process.env.SHOP_NAME,
    apiKey: process.env.SHOPIFY_API_KEY,
    password: process.env.SHOPIFY_PASSWORD
  });

  let customers = [];
  let params = { limit: 250 };

  do {
    const batch = await shopify.customer.list(params);
    customers = customers.concat(batch);
    params = batch.nextPageParameters;
  } while (params);

  // Sync to Tajo
  for (const customer of customers) {
    await tajo.customers.upsert({
      email: customer.email,
      firstName: customer.first_name,
      lastName: customer.last_name,
      phone: customer.phone,
      totalSpent: customer.total_spent,
      ordersCount: customer.orders_count,
      tags: customer.tags,
      source: 'shopify',
      externalId: customer.id
    });
  }

  console.log(`Imported ${customers.length} customers`);
}

第 3 步：搭建会员计划

配置积分体系

定义客户获取积分的方式：

const pointsConfig = {
  // Points per dollar spent
  purchasePoints: {
    enabled: true,
    rate: 1, // 1 point per $1
    roundingMode: 'floor'
  },

  // Bonus actions
  bonusPoints: {
    accountCreation: 100,
    firstPurchase: 200,
    reviewSubmitted: 50,
    referralMade: 500,
    birthdayBonus: 100,
    socialShare: 25
  },

  // Tier multipliers
  tierMultipliers: {
    Bronze: 1.0,
    Silver: 1.25,
    Gold: 1.5,
    Platinum: 2.0
  }
};

定义会员等级

const loyaltyTiers = [
  {
    name: 'Bronze',
    minPoints: 0,
    benefits: [
      '1 point per $1 spent',
      'Birthday bonus points',
      'Member-only promotions'
    ]
  },
  {
    name: 'Silver',
    minPoints: 1000,
    benefits: [
      '1.25x points multiplier',
      'Free shipping on orders $50+',
      'Early access to sales'
    ]
  },
  {
    name: 'Gold',
    minPoints: 5000,
    benefits: [
      '1.5x points multiplier',
      'Free shipping on all orders',
      'Exclusive product access',
      'Priority customer support'
    ]
  },
  {
    name: 'Platinum',
    minPoints: 15000,
    benefits: [
      '2x points multiplier',
      'Free express shipping',
      'VIP experiences',
      'Personal shopping assistant',
      'Annual gift'
    ]
  }
];

创建奖励目录

const rewards = [
  {
    id: 'discount_5',
    name: '$5 Off',
    pointsCost: 500,
    type: 'fixed_discount',
    value: 5,
    minPurchase: 25
  },
  {
    id: 'discount_10',
    name: '$10 Off',
    pointsCost: 900,
    type: 'fixed_discount',
    value: 10,
    minPurchase: 50
  },
  {
    id: 'percent_10',
    name: '10% Off',
    pointsCost: 750,
    type: 'percentage_discount',
    value: 10,
    maxDiscount: 50
  },
  {
    id: 'free_shipping',
    name: 'Free Shipping',
    pointsCost: 300,
    type: 'free_shipping'
  },
  {
    id: 'free_product',
    name: 'Free Gift',
    pointsCost: 2000,
    type: 'free_product',
    productId: 'gid://shopify/Product/123456'
  }
];

第 4 步：弃购购物车挽回

配置购物车追踪

// Track cart updates
shopify.webhooks.on('carts/update', async (cart) => {
  if (cart.line_items.length === 0) return;

  const customer = await getCustomerByCart(cart);
  if (!customer?.email) return;

  await tajo.carts.track({
    customerId: customer.id,
    cartToken: cart.token,
    items: cart.line_items.map(item => ({
      productId: item.product_id,
      variantId: item.variant_id,
      title: item.title,
      quantity: item.quantity,
      price: item.price,
      image: item.image
    })),
    totalPrice: cart.total_price,
    currency: cart.currency,
    checkoutUrl: cart.checkout_url
  });
});

配置挽回序列

{
  "abandoned_cart_sequence": {
    "trigger": {
      "event": "cart_abandoned",
      "delay": "1 hour"
    },
    "emails": [
      {
        "delay": "1 hour",
        "channel": "email",
        "template": "cart_reminder_1",
        "subject": "You left something behind!"
      },
      {
        "delay": "24 hours",
        "channel": "email",
        "template": "cart_reminder_2",
        "subject": "Your cart is waiting - 10% off inside"
      },
      {
        "delay": "72 hours",
        "channel": "sms",
        "template": "cart_sms_final",
        "message": "Last chance! Your cart expires soon. Complete your order: {{checkout_url}}"
      }
    ],
    "exit_conditions": [
      "order_completed",
      "cart_emptied",
      "unsubscribed"
    ]
  }
}

第 5 步：用 Brevo 做营销自动化

客户细分

基于 Shopify 数据创建强有力的客户细分：

const shopifySegments = [
  // Purchase behavior
  {
    name: 'First-Time Buyers',
    conditions: { orders_count: 1 }
  },
  {
    name: 'Repeat Customers',
    conditions: { orders_count: { $gte: 2 } }
  },
  {
    name: 'VIP Customers',
    conditions: { total_spent: { $gte: 500 } }
  },
  {
    name: 'At-Risk Customers',
    conditions: {
      last_order_date: { $lt: '90 days ago' },
      orders_count: { $gte: 2 }
    }
  },

  // Product interest
  {
    name: 'Category: Electronics',
    conditions: { purchased_categories: { $contains: 'Electronics' } }
  },

  // Engagement
  {
    name: 'Abandoned Cart',
    conditions: { has_abandoned_cart: true }
  },
  {
    name: 'Browse Abandoners',
    conditions: {
      viewed_products: { $gte: 3 },
      orders_count: 0
    }
  }
];

自动化活动触发器

// Order confirmation + upsell
shopify.webhooks.on('orders/paid', async (order) => {
  const customer = await tajo.customers.get(order.customer.id);

  // Update customer stats
  await tajo.customers.update(customer.id, {
    totalSpent: customer.totalSpent + order.total_price,
    ordersCount: customer.ordersCount + 1,
    lastOrderDate: order.created_at
  });

  // Award loyalty points
  const pointsEarned = calculatePoints(order, customer);
  await tajo.loyalty.awardPoints(customer.id, pointsEarned, {
    reason: 'purchase',
    orderId: order.id
  });

  // Send to Brevo for campaigns
  await brevo.trackEvent(customer.email, 'order_completed', {
    order_id: order.id,
    order_total: order.total_price,
    points_earned: pointsEarned,
    loyalty_tier: customer.loyaltyTier,
    products: order.line_items.map(i => i.title).join(', ')
  });
});

// Post-purchase review request
const reviewRequestCampaign = {
  trigger: 'order_delivered',
  delay: '7 days',
  template: 'review_request',
  conditions: {
    customer_tags: { $not: { $contains: 'no-review-request' } }
  }
};

// Win-back campaign
const winBackCampaign = {
  trigger: 'customer_inactive',
  conditions: {
    last_order_date: '90 days ago',
    orders_count: { $gte: 1 }
  },
  sequence: [
    { delay: '0', template: 'we_miss_you', offer: '15% off' },
    { delay: '7 days', template: 'win_back_2', offer: '20% off' },
    { delay: '14 days', template: 'final_offer', offer: '25% off' }
  ]
};

第 6 步：商品推荐

配置推荐引擎

const recommendationConfig = {
  algorithms: [
    {
      name: 'frequently_bought_together',
      weight: 0.3
    },
    {
      name: 'similar_products',
      weight: 0.25
    },
    {
      name: 'customer_also_viewed',
      weight: 0.2
    },
    {
      name: 'trending_in_category',
      weight: 0.15
    },
    {
      name: 'personalized_for_you',
      weight: 0.1
    }
  ],
  filters: {
    exclude_purchased: true,
    exclude_out_of_stock: true,
    min_rating: 3.5
  }
};

// Get recommendations for email
async function getEmailRecommendations(customerId, limit = 4) {
  const customer = await tajo.customers.get(customerId);
  const recentOrders = await tajo.orders.list({
    customerId,
    limit: 5
  });

  return await tajo.recommendations.get({
    customerId,
    purchaseHistory: recentOrders,
    browsingHistory: customer.recentlyViewed,
    limit,
    algorithms: recommendationConfig.algorithms
  });
}

第 7 步：分析与报表

关键指标仪表板

const dashboardMetrics = {
  // Customer metrics
  customers: {
    total: await tajo.analytics.count('customers'),
    new_this_month: await tajo.analytics.count('customers', {
      created_at: { $gte: 'this_month' }
    }),
    returning_rate: await tajo.analytics.returningCustomerRate()
  },

  // Revenue metrics
  revenue: {
    total: await tajo.analytics.sum('orders.total'),
    average_order_value: await tajo.analytics.avg('orders.total'),
    revenue_per_customer: await tajo.analytics.revenuePerCustomer()
  },

  // Loyalty metrics
  loyalty: {
    active_members: await tajo.analytics.count('loyalty_members', {
      status: 'active'
    }),
    points_issued: await tajo.analytics.sum('points.awarded'),
    points_redeemed: await tajo.analytics.sum('points.redeemed'),
    redemption_rate: await tajo.analytics.pointsRedemptionRate()
  },

  // Campaign metrics
  campaigns: {
    emails_sent: await brevo.analytics.emailsSent('this_month'),
    open_rate: await brevo.analytics.openRate('this_month'),
    click_rate: await brevo.analytics.clickRate('this_month'),
    revenue_attributed: await tajo.analytics.campaignRevenue('this_month')
  }
};

问题排查

常见问题

Webhook 投递失败

// Verify webhook signature
function verifyShopifyWebhook(req) {
  const hmac = req.headers['x-shopify-hmac-sha256'];
  const body = req.rawBody;
  const hash = crypto
    .createHmac('sha256', process.env.SHOPIFY_WEBHOOK_SECRET)
    .update(body)
    .digest('base64');

  return crypto.timingSafeEqual(
    Buffer.from(hash),
    Buffer.from(hmac)
  );
}

同步冲突

// Handle duplicate customers
async function resolveCustomerConflict(shopifyCustomer, tajoCustomer) {
  // Merge data, preferring most recent updates
  const merged = {
    ...tajoCustomer,
    email: shopifyCustomer.email,
    firstName: shopifyCustomer.first_name || tajoCustomer.firstName,
    lastName: shopifyCustomer.last_name || tajoCustomer.lastName,
    phone: shopifyCustomer.phone || tajoCustomer.phone,
    // Keep Tajo loyalty data
    loyaltyPoints: tajoCustomer.loyaltyPoints,
    loyaltyTier: tajoCustomer.loyaltyTier
  };

  return await tajo.customers.update(tajoCustomer.id, merged);
}

速率限制

// Implement exponential backoff
async function shopifyApiCall(fn, retries = 3) {
  for (let i = 0; i < retries; i++) {
    try {
      return await fn();
    } catch (error) {
      if (error.code === 429 && i < retries - 1) {
        const delay = Math.pow(2, i) * 1000;
        await new Promise(r => setTimeout(r, delay));
        continue;
      }
      throw error;
    }
  }
}

下一步

配置 Brevo 集成，用于邮件/短信营销活动
配置 Webhook，用于实时事件
创建客户细分，用于精准营销
搭建邮件模板，用于自动化营销活动

支持

集成支持：[email protected]
Shopify 文档：shopify.dev
API 参考：docs.tajo.io/api
联系支持团队：/zh-cn/contact