Overview

Octane AI has an integration with Shop, which allows you to identify Shop's network of 100M+ users during lead capture.

Once a shopper’s email has been captured, discount codes are saved in their Shop account and automatically applied directly at checkout. Plus, Shop Pay will automatically populate shoppers information allowing them to speed through checkout.

Use this guide to learn:

  • How the integration works


Prerequisites

To be eligible for Shop, you must have Shopify Payments and Shop Pay enabled. Only Shop users will be able to see the discount.

Also, you may not be eligible for this feature due to checkout customizations enabled on your storefront. We will notify you when it's available for all checkout customizations.


Setup

As long as Shop is an active payment method on the Shopify store that Octane AI is installed on, the integration can be enabled with the following steps:

  1. Open your quiz in Octane's quiz editor.

  2. Navigate to your quiz's opt-in page.

  3. Find the Shop menu.

  4. Click the checkbox ENABLE LEAD CAPTURE WITH SHOP

  5. Type in a discount code from your Shopify store.

Enabling Shop Pay as a payment method

Shop Pay can be activated as a payment option for your store in Shopify with the following steps.

  1. From your Shopify admin, go to Settings > Payments.

  2. In the Shopify Payments section, click Manage.

  3. In the Shop Pay section, check Shop Pay.

  4. Click Save.

You can find more instructions, including how to activate Shop Pay for third party payment gateways here.

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Frequently Asked Questions (FAQ)

I have the Shop integration enabled, but it doesn't show up when submitting an opt-in in my quiz.

Once your store has Shop Pay enabled as a payment method, the Shop discount will only appear if:

  • The customer is logged into Shop.

  • The email submitted matches their Shop email.

If I have an email opt-in in my quiz, will the Lead capture with Shop also collect a phone number for me?

Lead capture with Shop does not double as an SMS opt-in.

Only information submitted directly through your quiz's opt-in forms will be collected as a customer in Octane AI.

Can I use one-time or auto-generated discount codes with Shop?

Currently, only Shopify discount codes can be applied.

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Have any questions? Use the help icon or [email protected] to reach out to our support team.

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