Shopify is one of the most popular e-commerce platforms available. First, connect OptiMonk to your store by following this guide. On top of that, you can forward the subscribers your popups collect straight into your Shopify Customers list.
Please note that this forwarding only supports the Firstname, Lastname, Email and Phone fields, plus Customer tags.
Two things live in two places:
Setting up the Shopify forwarding happens in the classic admin — the campaign builder's Integrations tab is for email and SMS tools, and store-bound integrations such as Shopify are not offered there.
Watching the leads and fixing failed syncs happens here, on the Leads page.
1. Why Shopify is not in the campaign's Integrations tab
Open a campaign from Campaigns in the left menu and go to its Integrations tab, and you get a wizard that says Forward popup subscribers to your email/SMS tool. Connect an account, pick a list, and new signups sync automatically. The provider list there holds email and SMS tools — Klaviyo, Omnisend, AWeber, Slack, webhooks and so on.
Store-bound integrations (Shopify, ShopRenter) are deliberately kept out of that list: they depend on the store app connection, not on an API key you paste in. The targeting help in the app says the same thing in one line: The separate Integrations page is for e-mail/marketing tools, not for the store.
2. Set up the Shopify forwarding in the classic admin
Click your name at the bottom of the left sidebar and choose Go to classic admin. You are signed in there automatically.
Select Campaigns on the left, then open the campaign whose subscribers you want in Shopify.
Click Edit settings on the right.
Under Where would you like to send the subscribers and campaign data?, click Add new integration.
Select Shopify from the list.
If you use several Shopify domains with OptiMonk, pick the one you want the subscribers to go to from the dropdown. Give the integration setting a name, then click Next.
On the next screen, match the input fields of your campaign with the data in Shopify. You can also create customer tags here to tell the customers coming from your OptiMonk campaigns apart from the rest.
Only the Firstname, Lastname, Email and Phone fields and Customer tags are supported.
Click Done, then Next in the top right corner to save.
Good to know: the campaign's Integrations tab in the new app lists the integrations you added there. A Shopify forwarding set up in the classic admin keeps working, but it is managed in the classic admin.
3. Where the forwarded data shows up
In Shopify, on the Customers page of your admin. You can filter your customers by the tags you set, and the tags also show on the individual customer page.
In OptiMonk, on the Leads page (left menu). Each row shows the Contact, the Sync status, the Campaign, the Domain and the Date; Coupon code and any other field you collected can be switched on with the Columns button (All columns / Standard only).
4. When some subscribers did not make it to Shopify
The old admin showed a Failure sync status. In the new app the same thing is on the Leads page, in plain words.
Open Leads in the left menu.
Narrow the list down: Select domain, Select Campaigns and a Date range (then Apply; Clear empties the filters).
Switch on the Failed filter to see only the leads that did not sync.
Only failed syncs from the last year are shown. Older failed leads still appear in the full list, but can't be filtered here.
The Sync status column names the reason. The most common ones:
Status What it means Synced / Completed The lead reached the connected tool. Pending / New Not forwarded yet. Integration issue The sync failed — click the row for the details. Invalid email The visitor gave an invalid or fake address, so it was not forwarded. Invalid phone number Same, for the phone number. Subscriber already exists The contact is already in the target tool. Already unsubscribed The contact opted out earlier. Incorrect API key / Invalid list / Field mapping issue / Account issue Something is wrong with the connection itself. Server error The other side failed to answer. Click a failed lead to open the Integration issue panel: This lead failed to sync. Retry the integration to try again. Open Details for the message the other side sent back, then click Retry.
The lead synced successfully. — done.
Still failing — check the integration settings. — fix the connection first (wrong credentials, deleted list, changed field mapping), then retry.
Leads that can never sync — a fake email address, for example — can simply be removed. Tick them in the list, then use Delete in the bulk bar ({n} selected). The confirmation says Delete leads? This permanently deletes the selected leads. This can't be undone.
5. Export
Use Export at the top of the Leads page to get Export as XLSX or Export as CSV. The file is not downloaded in the browser: Export started — we'll email it to {your address}.