Set up

  1. In this example, I am going to use a Shopify store as the source of my customer data.

  2. Paste the URL of your Shopify store in the box, and click ‘Next’.

    1. Remove the ‘https://’ or ‘www.’ and just paste the store id, for example, “be8d4b-2.myshopify.com”.

    Screen Shot 2023-06-15 at 11.07.40.png

  3. You will be automatically brought to Shopify to approve the Bind integration. Click ‘Install App’ and the connection will be created.

Screen Shot 2023-06-15 at 11.08.23.png

  1. When connected, you will be brought back to Bind, with the following message. Click ‘Next’.

Screen Shot 2023-06-15 at 11.08.38.png

  1. Check the data and role is correct, and click create role.
  2. The role is now visible on your dashboard, where you can see the total members who have that role and changes to this over the last week.