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Integrate Loomi AI for Shopify

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This guide walks you through connecting your Shopify store to Bloomreach through Data hub. You'll configure the integration, set up consent management, and optionally customize product data imports.

Overview

Integrating Loomi AI for Shopify requires two steps:

  1. Configure the integration in Data hub (this guide): Connect your Shopify store, select your Bloomreach projects, and configure data sync settings.
  2. Set up web tracking (next step): Enable behavioral tracking and personalization features.

After completing this guide, continue to Set up web tracking for Loomi AI for Shopify.

Prerequisites

Before you begin, ensure you have:

Data hub
Access to Bloomreach Data hub where you'll configure the integration.

Engagement project (if using Engagement)
A project with this exact ID configuration:

  • email_id: Hard ID (lowercase, trim) - primary customer identifier
  • shopify_id: Soft ID (numeric) - Shopify customer identifier
  • cart_id: Soft ID (alphanumeric) - shopping cart token for cart tracking
  • Cookie: Soft ID - device cookie identifier

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Warning

ID names must match exactly and aren't customizable. Don't use the "registered" ID—the integration ignores it.

Discovery catalog (if using Discovery)
An existing default catalog to receive your Shopify product data.

Shopify store
Your store URL (for example, bloomreach_store.myshopify.com) and store owner or staff member permissions to install apps and grant access.

Set up the integration

Follow these steps to connect your Shopify store to Bloomreach and configure your integration settings.

1. Connect to Shopify

  1. Go to Data hub > Integrations.

  2. Search for "Shopify" and click Add integration.

Data hub Integrations page with Shopify search
  1. Log in to the Shopify store you want to connect with Bloomreach.
  2. Navigate to Bloomreach Email & SMS Marketing app by clicking the Shopify app link in Data hub.
  3. Click Install.
Shopify App Store with Bloomreach app
  1. After installing the app, open the Bloomreach Email & SMS Marketing app in your Shopify admin.
  2. Reveal the integration token in the app, and copy it.
Bloomreach app showing token reveal button
  1. Paste the token in the Token field in Data hub and click Confirm token to verify the connection.
Data hub Confirm token field

2. Choose destination

Select which Bloomreach products you want to use with Shopify. This syncs the right data for each product. You can select one Engagement project and one Discovery account per integration.

  • Select your Engagement project from the dropdown (if using Engagement).
  • Select your Discovery account from the dropdown (if using Discovery).
Data hub destination selection toggles and dropdowns

3. Customize configuration

Use default settings or customize configuration areas based on your needs.

Markets, countries, and languages (optional)

Configure this if your store operates in multiple markets with localized products. Each country-language configuration creates a separate Item Collection in Data hub with translations, local currency, and market-specific data.

Product and variant updates for localized markets sync in real-time via webhooks. For details on sync timing, see Is the integration real-time?

To configure:

  1. Click Add configuration in the Markets section.
  2. Select Country and Language.
  3. For Discovery: Assign the configuration to a catalog.
  4. Repeat for each country-language combination.
Markets configuration interface

Web events tracking

This section allows you to configure which web events Bloomreach should track on your Shopify store.

  • For Discovery: Insert the Discovery Pixel in your Shopify theme.
  • For Engagement: Enable pixel tracking in the Shopify theme editor.

You can select which events to track, including view_category, view_item, search, and checkout events.

Settings configured here determine which events are available for tracking. You must complete the web tracking implementation in your Shopify theme for tracking to work. See Set up web tracking for Loomi AI for Shopify for implementation instructions.

Consent management

Configure how marketing consent syncs between Shopify (Email and SMS channels) and Bloomreach.

  1. Configure your marketing double opt-in settings in Shopify.
    In your Shopify admin, go to Settings > Customer privacy and enable Customer marketing confirmation toggle in Marketing double opt-in section to get explicit consent from customers for email and SMS marketing.
Shopify Customer privacy settings
  1. In Data hub, map your Shopify marketing channels to Bloomreach consent events.
    You have three options:
Option 1: Consent events (Shopify manages double opt-in)

If Shopify manages your double opt-in process, select consent for the Bloomreach consent event:

  1. In the Shopify marketing channel column, select email and SMS.
  2. In the Bloomreach consent event dropdown, select consent for each channel.
  3. In the Bloomreach consent category dropdown, select the matching category (for example, email newsletter, SMS newsletter).
Data hub consent mapping UI

This creates a Bloomreach consent event for each consented customer.

Option 2: Double opt-in events (Bloomreach manages double opt-in)

If you want Bloomreach to manage your double opt-in process:

  1. In Shopify, go to Settings > Customer privacy and ensure the Customer marketing confirmation toggle is turned off, as per the image below.
Shopify Customer privacy with toggle off
  1. In Data hub:
  • In the Shopify marketing channel column, add email and SMS.
  • In the Bloomreach consent event dropdown, select double_opt_in for each channel.
  • In the Bloomreach consent category dropdown, select the matching category.
Data hub double opt-in mapping

When a customer subscribes to your communication in Shopify, a double_opt_in event appears in Bloomreach. You can use this event to trigger a double opt-in scenario. Learn how to create a double opt-in scenario.

Option 3: Custom consent processing

Select shopify_consent option in Bloomreach consent event column to create a shopify_consent event with each consent change for custom scenario processing.

Map only one Bloomreach consent category per Shopify marketing channel.

Enable bidirectional sync

Check Send consent event back to Shopify in real time to sync consent changes from Bloomreach back to Shopify. We recommend enabling this to keep consents synchronized.

Bidirectional sync checkbox

The integration supports accept and reject consent statuses.

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Warning

The integration can't grant SMS "Subscribed" status for customers without a phone number in Shopify.

Events configuration

Configure your events to capture the data you need. Decide what product information you want to include in your events (for example, product tags or metafields in purchase events). Choose which post-purchase events to track, such as cancellations, refunds, and fulfillments.

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Note

All product tags and metafields are imported by default to your Item Collection. The configurations below are only needed if you want to enrich events (for example, purchase_item events) with additional product information.

Product tags

Import Shopify product tags to enrich events, power recommendations, and enhance analytics.

Naming convention: Use tag_name[separator]value format (for example, gender_unisex, collection-winter, promo_code=Sale15).

To configure:

  1. In Events configuration > Product Tags, enter the Tag value (for example, color, gender).
  2. Enter the Separator character (for example, _, -, =).
  3. Click Add.
  4. Repeat for each tag.

Product tags appear in purchase_item events.

Product metafields

Import product metafields to enhance recommendations and analytics.

Supported types: boolean, color, date, date_time, multi_line_text_field, number_decimal, number_integer, single_line_text_field, url.

To find your metafield key: In Shopify, go to Settings > Custom Data > Products and copy the Namespace and key value (for example, custom.gender).

Shopify namespace and key

To configure in Data hub:

  1. In Events configuration > Product metafields, paste the Metafield key.
  2. Click Add.
  3. Repeat for each metafield.

Apply it in the same way for the Variant metafields.

Post-purchase events

Choose which post-purchase events you want to track in Bloomreach:

  • cancelled: Order cancellation events
  • refund_created: Full refund events
  • partial_refund_created: Partial refund events
  • fulfilled: Order fulfillment events
  • partially_fulfilled: Partial fulfillment events

Select the events that are relevant for your business needs. These events help you track the complete order lifecycle in Bloomreach.

Save integration

Once you've configured all settings, save your integration to start syncing data.

Click Save integration to begin syncing:

  • Customer profiles
  • Historical purchases
  • Products and variants
  • Real-time data for future changes

Data import time varies based on store size. Monitor progress in Data hub.

Next steps

Your Data hub integration is complete. Now set up web tracking to enable behavioral tracking and personalization.

→ Set up web tracking for Loomi AI for Shopify

Need help?

  • Loomi AI for Shopify FAQ - Answers to common integration questions.
  • Contact your Customer Success Manager for additional support.

Updated 3 days ago