Zapier is an app that allows you connect web applications to spend less time on manual tasks such as data entry. Connecting Zapier to your checkout will help you gather all the information about abandoned carts to integrate with a service of your choice. In addition to Zapier, you can track abandoned carts and send abandoned cart emails with Checkify-Klaviyo integration.
In this article:
1. How Zapier works
Zapier allows you to receive data from one service and transfer to another. The link between services is called a Zap. Services are called applications (Apps). The event that triggers an action is called a Trigger. Showing where to send the data and how to change it is an Action.
Zapier has task limits depending on the subscription plan. They also have 15-min update time for the free and the cheapest plan. It means that after your event happens, you'll need to wait for 15 minutes till it can trigger the action on Zapier. Higher tiers come with reduced update time.
Checkify transfers events that Zapier processes and turns into events for any other service. Checkify shares the following events with Zapier:
Checkout Initiated
Abandoned cart, with 30-min delay (just like Shopify's event)
Order Completed
Abandoned cart events can be sent to services like Mailchimp, Brevo (formerly Sendinblue), or Drip to create a subscriber list for the cart recovery emails. You can use Order Completed events to connect Checkify to an accounting app like Wave or Google Analytics or add customers to your CRM, like Salesforce.
With each event, we transfer properties, like name, email, checkout link, items in cart, etc. We transfer all the information the customer entered when they initiated the checkout, then the customer either finishes the purchase, or you can start sending them checkout recovery emails. The properties will be pulled in the email according to the data left on the checkout. You can either create a new subscriber or update an existing one.
For example, if we connect Checkify with Mailchimp when a visitor starts a checkout but doesn't make a purchase (a Trigger), the data is sent to Zapier, and then a new customer is added to the list on Mailchimp (Action). The main property transferred at this point is the link that leads the customer to the cart with their unfinished purchase. Then you set up the cart recovery flow and emails to be sent, say, every day for three days after they abandoned the cart. If they complete the purchase, Mailchimp removes such customers from the list.
To integrate Checkify with Zapier, you'll need to copy the API token in the Checkify dashboard. It connects your account with Zapier and lets you create abandoned cart integration. Instead of creating the Zap from scratch, use our template for Mailсhimp.
We'll walk you through the steps.
2. Set up Zapier Pixel
2.1 Copy Checkify API key
To connect Zapier Pixel with Checkify, you'll need your Сheckify API key. Here is how you can find it:
Go to the Scripts & API section on your Checkify admin panel.
Choose Checkify API tab.
Copy-paste the API key to Zapier.
Copying the API key from Checkify
2.2 Connect Checkify and Mailchimp using a template
To connect Checkify and Mailchimp with the template:
To connect a Checkify account, paste the API key from the previous step, or choose the existing one if you have already created Zaps with Checkify.
Test the trigger.
If Zapier establishes a connection, you will see test information pulled from the checkout.Successful test results
Choose an event for Mailchimp.
Choose action event for Mailchimp
Choose an existing Mailchimp account or connect a new one.
Choose a Mailchimp account
Set up action.
In this step, choose the audience, single or double opt-in, and properties that Mailchimp will transfer. You don't have to fill all the fields.
If the test is successful, you'll see a notification confirming you can continue.Successful test results
If there's an error on this step, you will see a notification with the error and a guide for troubleshooting.Test results with an error
Turn on your Zap.
That's it! The integration is ready, and you can set up the abandoned cart notifications on Mailchimp.
2.3 Create a Zap
To create a Zap with Checkify, follow these steps:
Open your Zapier Dashboard and click Create Zap.
Zapier dashboard
Find Checkify in the App event field. When you see the app name, click on the Checkify icon.
Find Checkify on Zapier
Choose Order Completed on Trigger and add a key from Checkify when prompted. You will see a pop-up where you can paste the key you copied in step 2.1 of this guide.
Enter (copy-paste) the API key from Checkify's admin panel
Test trigger. Checkify did not collect this data for you before, so you'll see placeholder (not real) data created by Zapier, which means the connection is active.
Run the test
You'll have a created Checkify trigger. Now you can connect it to another service, for example Google Sheets, to store the information on your orders.Click on the plus icon to connect to another service.
Choose Google Sheets and action you want to see after the event is triggered and click Save + Continue.
Choose an action for Google Sheets
Sign in when prompted. You'll see a pop-up to sign in with and allow connection to Zapier.
Use your Google account to sign in
Choose the spreadsheet to add the data to and properties to transfer.
Choose properties
Test the Zap, and, if everything is set correctly, you'll see a success notification.
Test the integration
Turn on Zap. Saved Zaps can be accessed in the Zaps tab or Home page of the Zapier dashboard.
Find your Zaps in Home page on Zapier
While this Zap is on, each new order via Checkify will trigger the Zap and will be automatically sent to Google Sheets as a new row in your spreadsheet.
3. Common issues
🙀 How to check that my Zap is working?
If the test is successful, it means that the connection is established. You can also check Zap history to check for new events. To check if everything is working, trigger the event you created. For example, start a checkout from an incognito tab, leave it and check it in 15 minutes if you use the free plan. If the events don't appear, contact Zapier's support.
🙀 What events do you share with Zapier?
We share Checkout Initiated, Abandoned Cart, and Order Completed events.
🙀 I abandoned the cart, but it doesn't show on Zapier.
If Zapier isn't running as expected, check if your Zap is triggered in Zap History. If your Zap doesn't create events, contact Zapier's support. Make sure your Zap first creates a new subscriber. Updating information will not work if a user with the new email isn't on your email marketing service audience.
Note: How often Zapier checks for new events depends on your pricing plan. For example, on a Free plan, Zapier will check your trigger app for new data every 15 minutes, so it can take Zapier at least 15 minutes to create a record after the event takes place.
🙀 I don't see all events on Zapier.
Check if your plan matches the number of events or if you're still on trial with Zapier. If you're on the Free plan or a trial period, your Zap can return an error saying it was throttled (limited) if too many actions go through in a short period. The limit is approximately 200 actions every 10 minutes per Zap. This limit does not apply to paid accounts.