Shopify merchants have the option to pull in product data directly from your storefront into a Jebbit experience. Through Dynamic Product Feed logic, you can match customers to relevant products and leverage features like Add to Cart or only showing in stock items.
Video Tutorial
Setting up the Dynamic Product Feed for Shopify
Complete the structure of your Jebbit experience and make sure that all questions and responses are finalized. Be sure to also set up your Dynamic Product Feed screen so your products have a place to be displayed. Building out your dynamic product feed screen works the same way for all users whether you're a Shopify merchant or not. Be sure to select any of the Dynamic Product Feed options in the Screen Library.
Based on the questions and answers you have built into your quiz, create tags for each of the responses within your Shopify storefront. We recommend including "quiz" or "jebbit" in the tag so it is easily searchable when setting up the quiz logic.
Once the tags have been finalized in Shopify, you will be able to map them to responses within your experience. To set this up, click on the three dots in the top right of your Builder Map. From there, scroll until you find Add Product Feed.
After selecting Add Product Feed, you will be brought to a section to map Tags from Shopify within your quiz.
After mapping all questions tied to logic, be sure to hit the blue Save button in the top right corner of your screen.
Once your initial logic has been created, be sure to preview and test that your experience is featuring relevant products.
To see which products and tags have been used within your experience, click on the Pencil icon next to the Shopify feed.
From there, you will be able to download a feed that includes all products with mapped filters. Be sure to select the proper elements (ex. Tags) to include in your report.
After testing, you are all set to publish and launch your experience!
Customizing the Dynamic Product Feed for Shopify
After setting up your Shopify integration, you may want to leverage more complex features like Add to Cart or only showing In-Stock items. This article breaks down the more complex ways you can customize your team's use of Shopify.
Through the Shopify integration, Jebbit offers customers a number of different ways to customize how products are featured as well as displayed. This Step by Step Guide walks through the variety of different customizations you have at your disposal, however, not all are required to launch an experience successfully. Choose the items that best support what your team is hoping to accomplish!
To set up customization on your outcome screen, you can leverage Categories. For example, You have the flexibility to select any given field from your Shopify feed and use it as a Category on the results page. By default, we will refer to Categories as they are defined in Shopify, but you can tell Jebbit to refer to different fields to create more custom categorization instead. For example, you can tell Jebbit to use Price, Collections, Tags, (or any other field that we are grabbing from Shopify) as a Category instead.
After mapping Tags to your experience, you will need to confirm that Filtering Logic is set to 'AND'. Because Tags are one field in your feed, you want to ensure you 'AND' when mapping Tags across different questions and responses. This can be found on the Logic screen in the final step. Don't worry, this step happens automatically when using Tags.
You are also able to set up Tag exclusions. You will notice that if you have your Shopify product feed assigned to your campaign, you can also EXCLUDE certain tags from being displayed. There may be an instance where there are certain products (ie. Sale items, last season products) you do not wish to display from your feed. Tag Exclusions are the best way to address that.
Finally, you have the option to let users add their products to cart by turning on 'Add to Cart' toggle. You will dynamically pull the variants in on each individual product.
Frequently Asked Questions
Q. What is the recommended method for setting up logic using my Shopify feed?
A. While you can use any already established Shopify tags to build your logic, we typically recommend creating new tags specifically for Jebbit that correspond to each response within the experience. For example, a skincare brand might include the following tag quiz_skintype_oily to denote that this product works for oily skin type.
Q. How often does Jebbit sync with my Shopify store?
A. The products are synced between Jebbit and your Shopify store in near real-time so your inventory is fully up to date with your latest products. This is great for brands whose products go in and out of stock often. You also don't need to worry about manually uploading CSVs of your product data, it's just done automatically when you download our app and upgrade to our enterprise plan.
Q. How can I make an edit to a product?
A. Unlike product feed CSVs which can be manually uploaded to the Jebbit platform, the Shopify dynamic product cannot be edited directly from the Jebbit UI. All the product data will be managed within your Shopify portal.
Q. Can I use Variants instead of Tags to match users to Products?
A. You can now map multiple Variants to the same response! When doing so, you will see a checkbox that appears on your Product Feed Logic that will allow you to display the variants as a single product, or to display each variant independently. This feature works with Add-to-Cart enabled as well!
Q. Why aren't all of my tags showing up when testing my feed?
A. When testing your Shopify feed within Jebbit, Jebbit will only pull the tags that have been mapped within an experience. If a tag is not showing up when testing, it means it has not been mapped within the experience.
Q. When testing my experience, the results don't make sense. How can I tell what is going wrong?
A. Typically, when incorrect products are displaying it means that there are not enough in-stock products on a given pathway to display to a customer, so Jebbit relies on fallback logic to make a recommendation. To test if this is the case, you can download your Shopify feed and set up filters within the headers. You will then filter based on the tags within the pathway, be sure to go through every single question/tag included in your feed to make it reflective of the experience. If there are no products featured after recreating the responses within the experience, it means you need to add in additional tags or more products with relevant tags.
Q. What other fields can I use to build my logic within a Jebbit experience?
A. Jebbit automatically pulls in the fields Collections, Product Type (or Category within Jebbit), Variants, and Tags. You can use any of these elements to build out your logic, however, most Jebbit customers find it easiest to prioritize Tags.
Q. Why is my out of stock item still being displayed?
A. Jebbit looks at the Product level when determining stock availability. If a Variant of a Product is out of stock, but other Variants of the same Product are in stock, then we will still serve an out of stock Variant as a match if you are using Add to Cart. This is to allow you to still serve the most relevant match, while allowing users to select a different in stock item before they reach the cart on your site.
Q. How do I ensure that I don't run into any Variant issues while leveraging Add to Cart?
A. As a best practice, you should serve multiple product matches to users with Add to Cart turned on, especially if you know how you have several out of stock Variants. This makes for a more seamless user journey from Jebbit quiz to checkout on your site.
Q. What fields can be used to set up Categories?
A. By default, we will refer to Categories as they are defined in Shopify, but you can tell Jebbit to refer to different fields to create more custom categorization instead. For example, you can tell Jebbit to use Price, Collections, Tags, (or any other field that we are grabbing from Shopify) as a Category instead. Often times, brands will find it easier to use Tags to set up Categories over other fields.
Q. Why might I want to use Categories?
A. Categories are a useful tool to ensure that a variety of products are displayed to the customer on the outcome screen. For example, a skincare brand might want to ensure that three different products such as a cleanser, serum, and moisturizer are displayed to customers rather than potentially having three of the same products.