Sophia Ojha

View Original

094: How to Connect Squarespace Shop with ConvertKit

Forget Zapier. There’s a direct integration between Squarespace Commerce and ConvertKit!

In this video, I will show you how to integrate your Squarespace E-Commerce or Shop with ConvertKit. So all your transactions and client email info are fed into your ConvertKit account.

I recently was hired by my client afrosexology.com to migrate their email marketing system into ConvertKit and part of the migration project was to also make this integration. This video is thanks to the. Check them out here if you like. So let’s jump right in.

Video: How to Connect Squarespace Shop with ConvertKit

Watch this quick video for a step-by-step guide.
Click the image below to watch video:

Integrate Squarespace Commerce with ConvertKit

Step 1: Generate an API Key from inside Squarespace

Jump into the backend of your Squarespace website and go into:

i. Settings > Advanced > Developer API Keys
This will bring you to the right spot.

ii. Next, Click the Generate Key
This will open up a box. 

iii. Next, Add in a Name for your Key
Often you will be needing several keys when connecting different apps. So name the key appropriately. In this case I am calling it ConvertKit.

iv. Alright, Next Click on Orders
Make sure you click on Read and Write.

v. Then Click Generate Key
You can now click the button that says “Copy Key”

Step 2: Now go into your ConvertKit dashboard

 i.Click on Automations which is the second tab on the top left navigation > then integrations which is on the top all the way on the right of the screen.

ii. Then look for Squarespace which is likely to be squarely in the center of your screen. Click on it.

iii.Then paste the API Key that you had just copied and click Next.

iv. Then click “Sync Squarespace Orders to ConvertKit” and click Next.

v. That’s it. You see the green check mark next to the Squarespace logo which means the connection has been made. The two should be communicating now.

Step 3: Testing

I always like to do tests when I set up things so I can be confident that what I intended is actually happening on the platform. My Web designers who are watching this, I suggest you take a screen cast of you doing the test, that way you can show your clients that things are working and help them feel confident too.

So to test the integration of the e-shop and ConvertKit. I will make a test purchase. I will simply create a temporary discount code to do this. If you want to know how to create a discount code, watch the next video and blog No.95. I will skip it here to keep the videos short but you can pause this video, watch video 095 and then come back if you like.

Next I will open up the website on incognito browser on my Chrome. And jump into the shop. I will purchase this workbook to test the integration. I’ll add in my details. The discount automatically is applied to this item which I see here. And yes, I now have the workbook here.

Next, I want to see if this transaction is correctly showing up inside ConvertKit. But don’t do what I did which is to immediately go into ConvertKit, because it takes a couple of moments for the two systems to communicate, especially the first time. So go to the window watch the sky, give your eyes a break or get some water and then come back. When I went right away I was refreshing and clicking here and there but I didn’t see the transaction show up. I just needed to give in a few seconds.

And then, in ConvertKit, under the subscribers tab, you will see in the lower right corner that all the products offered by Afrosexology have showed up correctly. So ConvertKit is pulling all the past product sale data as well which is great.

Now, I will search for the email address I used to make the test purchase. You can do this while still in the Subscriber Tab on the middle right section of the page. It looks like this.

And yes, the email shows up which is evidence that the integration worked. And to further confirm, I will drop into the Purchases tab, and yes, I see the transaction, the product, the date. And by clicking on the drop down arrow below the date, I can see more details such as the price and the discount amount.

So that’s how quickly and easily you can make the integration. In Blog 096, I will show you how to integrate your ConvertKit account to the shop on your new website. This is useful if you already have the integration on your current site but are moving to a brand new website and need to connect the new website to your existing ConvertKit account. Check out Blog 096.

Invitation to Squarespace Web Designers + Circle Members

Also, if you are a Squarespace Web Designer and part of Squarespace Circle, I am doing a webinar on the Complete Client Onboarding Process on August 17th. Sign up to my free Newsletter The Abundant Creative and I will be sharing their sign up page on the 12th.

Well, I hope you found this video helpful. Thank you for watching and I wish you a peaceful and harmonious day. Bye for now!

To your success,

Sophia

See this content in the original post