How to Send SMS or WhatsApp Campaigns to Shopify Segments

This guide will help you integrate your Shopify Segments with Mercuri CX and use them to send out SMS or WhatsApp Campaigns.

Step 1: Sync Shopify Segments with Mercuri

1. Go to the Contacts section in your Mercuri CX dashboard.

2. In the Contacts dashboard, click on Contact List. In the Contact list, you’ll see a button labeled Sync Shopify Segments.

3. Click this button to start syncing your Shopify segments with Mercuri CX.

4. The sync process will take about 5–10 minutes to complete.

Click here to see step-by-step video instructions on syncing Shopify segments with Mercuri CX

While Shopify updates segment lists in real time, Mercuri CX refreshes these lists every 24 hours. If you want to update the list before the 24-hour cycle, simply click Sync Shopify Segments again.

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Step 2: Select a Shopify Customer Segment

1. Navigate to the Marketing section in the dashboard.

2. Click Create Campaign.

3. Now select the Shopify Segment you want to target from the list.

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Step 3: Choose a Communication Channel

1. Select SMS/ WhatsApp number based on your preferred communication channel.

2. Then select the template you want to send to this target segment.

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Step 4: Schedule Campaign

1. Click Send immediately to launch instantly or select Schedule for Later to send out the campaign for a specific date and time.

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Step 5: Send Your Campaign

1. Review the campaign details and preview your message before sending.

2. Click on Send campaign.

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