How to use our Zapiet Store Pickup and Delivery integration

Zapiet's Store Pickup and Delivery Shopify app is the most complete store pickup and local delivery solution for Shopify. Fully featured, customizable and ideal whether you have one pickup location or thousands; Zapiet is Shopify’s most popular store pickup and local delivery solution, empowering thousands of merchants around the world.

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  1. Zapiet integration overview
  2. Setting up the Workflow
  3. Prefixes
  4. Reformatting Dates
  5. Requesting date formats to be added
  6. Adding further Criteria to your Zapiet workflow
  7. Adding Fixed and Dynamic Tags
  8. Applying a delay to your Customer Tagger workflows

Zapiet integration overview

The Zapiet integration criteria will allow you to tag your customers using the value of the pick-up, delivery or shipping information from Zapiet.

The information from Zapiet is stored as name:value pairs in the additional details/order attributes section of an order.

Our Zapiet integration criteria will allow you to apply one or all of our supported attribute values as tags on your customers, with further flexibility to add a prefix of your choice to the tag, or reformat the date to suit your needs.

The supported Zapiet attribute values are: 

  • Pick-up Date
  • Pick-up Time
  • Delivery Date
  • Delivery Time
  • Shipping Date 

Setting up the Workflow

Once you have Zapiet set-up in your Shopify store, navigate to Customer Tagger to create the workflow.

To create a workflow using this criteria, click on the Create New Workflow button from the main Workflows view:

Define the trigger to determine at which point you would like the workflow to run, we recommend selecting the trigger when orders are created.

Tap the Add criteria to my workflow button:

The Zapiet delivery/pickup date order attribute criteria can be found within the Integration category in the Select criteria pop-up window:

You will then be presented with the 6 preset Zapiet attributes that you can choose to enable/disable: 

Enable the attributes whose values you wish to apply as tags to your customers.

Prefixes

When enabling an attribute, you will see that a default prefix has been configured. This prefix will form the first part of your tag. The value of the attribute will form the second part of your tag:

Feel free to edit the prefix or delete/clear it altogether.

Reformatting Dates

If you'd like to change the format of the date that has been assigned as the attribute value, we have a date reformatting utility that will change the date in your tag to a format of your choice.

Just select the check box to enable the reformat:

Select your preferred date format from the dropdown list:

Please note: This will not change the date format of the original order attribute on your order, only the format of the date in the tag we apply to the customer.

All enabled attributes will be added as tags to your customers.

If for example, you have enabled the Shipping Date attribute and changed the format of the date to dd/mm/yyyy, the tag applied to your customers will be something similar to the following:

Shipping Date: 23/10/2020


Requesting date formats to be added

We understand that merchants integrate their Shopify stores with many different third-party applications and services. These external systems often require dates in varying formats, even when contained in tags.

If, therefore, you need a date format adding to the list of date formats, then please do just get in touch and we will see what we can do to add it in.

Adding further Criteria to your Zapiet workflow

Once you have set this condition, you can add additional criteria to make the workflow more specific to your needs.

All criteria that you add to the workflow will need to be met for your selected Zapiet attributes to be applied as tags on the customer.

Adding Fixed and Dynamic Tags

Once you have defined all of your criteria you can choose to apply both fixed and dynamic tags to the customer, which will be applied in addition to your selected Zapiet attributes:

Applying a delay to you Customer Tagger workflows

For various reasons, you may wish to delay the processing of your Customer Tagger workflows.

Learn more about our Delayed Tagging feature.

Naming your workflow

Don't forget to name your workflow to make it easily identifiable in your workflow list:

Hit Save and you are done!

Learn more about Zapiet's Store Pickup and Delivery Shopify app

Need any help?

If you have any questions about the content of this article or any other Order Tagger related question, contact us at support@shopcircle.co.

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