Cheerful + Shopify integration

How the Shopify integration works

Shopify is the backbone of Cheerful’s gifting workflow. The full walkthrough is in how to automate influencer gifting with Shopify.

What can you do with Cheerful and Shopify?

6 ways influencer teams use this connection today. Each one is something the integration does now, not a roadmap item.

• Send influencer gifting orders from Shopify automatically

  The agent asks for the address in the conversation, checks it is complete, and queues the order. Your team approves in Cheerful or with one tap in Slack, and your normal fulfilment ships it like any other order.

  1. Creator replies with an address
  2. Cheerful checks it and queues a $0 order
  3. You approve and your store ships it

• Create a unique Shopify discount code for each influencer

  Each creator gets their own percentage code in a FIRSTNAME10 style (a clash becomes COREY10-2), so revenue is attributed to a person and a top performer is obvious.

• Track influencer sales in Shopify by discount code

  Cheerful reads your Shopify orders and credits every sale that used a creator’s code to that creator, so you see which creators drove revenue, not just posts.

• Keep gifted orders out of Shopify revenue reports

  Gift orders carry a GIFTING-CHEERFUL tag and $0 line items and shipping, so finance can filter them out of revenue and ops can see every gift in one Shopify view.

• Run creator gifting from more than one Shopify store

  Brands with a US and a UK store, or agencies with several clients, connect each store once and pick which one a campaign ships from.

• Get alerted when a gift order is stuck unfulfilled

  A daily Slack message lists Cheerful gift orders that are still unfulfilled in your store, so a bad address gets fixed before the creator has to chase you.

What the Shopify integration does

Cheerful asks Shopify for read products, read and write orders and draft orders, and read and write discounts, and nothing broader.

• Shows your Shopify catalogue inside the campaign, so creators pick a real variant
• Creates $0 gift orders with free shipping, tagged GIFTING-CHEERFUL
• Refuses an order with an incomplete address instead of shipping to a guess
• Blocks an accidental second order to the same creator unless you allow a reorder
• Creates a unique percentage discount code per creator, 10% by default
• Checks a code is unused in your store before creating it
• Reads orders so sales can be attributed to each creator’s code
• Flags Cheerful gift orders that are stuck unfulfilled, in a daily Slack alert

How to connect Shopify to Cheerful

Setup takes 3 steps. Shopify is built into Cheerful, so there is nothing extra to install on the Cheerful side.

1. 1

   In Cheerful, open Settings, go to Integrations and choose Shopify under the featured integrations.

2. 2

   Install the Cheerful AI app on your store and approve the permissions above.

3. 3

   When you create a gifting campaign, pick the store, the gift products and the discount settings, and choose whether orders need your approval.

What the Shopify integration does not do

Stated plainly, so you can plan around it before you connect.

Cheerful and Shopify: common questions

Does Cheerful integrate with Shopify?

Yes, natively. Install the Cheerful AI app and Cheerful reads your catalogue, places gifting orders in your store once you approve them, and creates a discount code per creator.

Do gifting orders cost anything in Shopify?

The orders are created at $0 with free shipping and tagged GIFTING-CHEERFUL, so they do not count as revenue. Your fulfilment costs are the same as for any order you ship.

Can I approve each gift before it ships?

Yes. Orders can wait for approval in Cheerful or in a daily Slack digest with Approve, Edit and Skip buttons.

What data does Cheerful access in Shopify?

Cheerful asks Shopify to read products, read and write orders and draft orders, and read and write discounts. Nothing broader is requested, so it cannot change your theme, apps or store settings.

Can I send influencers product from Shopify without collecting addresses in a spreadsheet?

Yes. The agent asks for the shipping address in the email thread, checks that it is complete, and prepares a $0 order for the variant the creator picked. You approve it in Cheerful or in Slack.

Is the Shopify integration free?

The Shopify integration is part of Cheerful, which is free to start. Gift orders are created at $0; your own fulfilment and shipping costs apply as for any order you ship.

Often connected alongside Shopify

• WWooCommerceNative integration · E-commerceFree gifting orders and per-creator coupons for WordPress stores
• SShipHeroNative integration · FulfilmentApproved creator gifts become ShipHero fulfilment orders
• SlackNative integration · Team chatReply alerts and one-tap gift approvals in your team’s channel
• KlaviyoConnected app · Email marketingAdd gifted creators to Klaviyo lists with handle and campaign details

See all integrations, or read which tools Cheerful integrates with for the native integrations and the ones that do not exist yet.