Create Shopify Customers with Zapier
If you prefer, you can follow along with a video tutorial of the steps we show below.
In this guide, we’ll walk you through the process of creating a Zap that connects quiz completion data from Lantern to your Shopify store. This integration will allow you to create customers and add tags to these customers in Shopify.
Before You Start
- To ensure the Zap works correctly, you must capture both the first and last names of the customer using customer input fields in your Lantern quiz.
- Make sure your Zapier integration is set up and connected to both your Shopify account and Lantern account.
Step 1: Create a New Zap
- Access Zap Creation:
- From your Zapier dashboard, click the Create button and go to Zaps.
Step 2: Set Up the Trigger
- Select the Trigger :
- Search for and select the Lantern app.
- Choose the Event:
- From the event drop-down, select Quiz Completion.
- Connect Your Accounts:
- Connect your Shopify store and Lantern account.
- Select the Quiz ID:
- Choose the specific quiz ID from the drop-down menu.
- Set Email Trigger Condition:
- Opt to trigger the Zap only when an email address is provided by setting this option to True. This ensures that only valid customer data with an email address is used to create customer records in Shopify, which is crucial for customer communication and record accuracy.
- Test the Trigger:
- Continue and test your trigger to ensure it works correctly.
- Review Data:
- Under the completion event, review the available data such as quiz name, ID, email, name, language, country, device information, start and completion times, selected answers, recommended products, and their URLs.
Step 3: Set Up the Action
- Select the Action App:
- From the list of available apps, search for and select Shopify.
- Choose the Event:
- Select Find Customer as the event. This allows you to find an existing customer by name or email, and optionally create a new customer if none is found.
- Connect Your Shopify Store:
- Connect your Shopify store and install the Zapier app if not already installed.
Step 4: Configure the Action
- Set Up Customer Data Fields:
- Use the first name, last name, and email fields captured from the quiz for the customer information.
- Specify Success Condition:
- Set the option to consider the step successful if no customer is found, enabling the creation of a new customer.
- Add Customer Information:
- Use quiz data to populate the customer’s first name, last name, and country.
- Add Tags:
- Dynamically add tags using available quiz information such as recommended products or manually add tags like "Completed Product Finder Quiz."
- Set Properties:
- Configure properties such as "Accepts Marketing," "Tax Exempt," or "Send Email Invite."
Step 5: Test and Finalize
Click continue to test the action step and ensure all connections are successful.
Once your test is successful, give your Zap a meaningful name and publish it.
Thank you for following this guide. By completing these steps, you have successfully set up a Zap that creates and tags customers in your Shopify store based on quiz completion data from Lantern. For more tutorials and support, visit our website or contact our support team.