What can you do with Shopify's Bulk Account Invite Sender? Explain how to use and benefits

When the e -commerce site is transferred or site renewal, product data and customer information (member data) must also be migrated. However, the way of handling data changes depending on the migration destination platform, which may take time to work.

In recent years, SHOPIFY has been popular as EC sites, and there are many cases where the conventional EC site shifts from SHOPIFY. Even in this case, it is necessary to migrate product data and customer information.

When migrating data to SHOPIFY, it is recommended to use the "Bulk Account Invite Sender" app. In this article, we will explain the outline and usage of Bulk Account Invite Sender, including information about the migration to SHOPIFY.

Data migration in the transfer of EC sites may be called the migration of the cart system (cart transition). A cart system refers to a mechanism that sells products on the Internet, and includes functions such as product and customer management and point systems.

When operating an EC site in -house, it is basically necessary to introduce a cart system. Here, we will explain the flow and mechanism of the cart transfer to SHOPIFY.

Transferring customer information in SHOPIFY can be imported in a CSV file if you organize the data according to SHOPIFY. However, only the password cannot be transferred as it is because there are no items in CSV.

Therefore, when the cart is transferred to SHOPIFY and the customer information is transferred, the customer (member) will notify the password reset. We will explain in detail how to get the password reset.

The main flow of migrating carts to SHOPIFY is as follows.

・ Setup of EC site

・ Migration of products and customer information

・ Migration of order data

・ Notification to users

・ Setting of shipping and payment functions

・ Domain settings

In the above, products and customer information are important items for cart transitions. Let's take a look at the rough flow when you do not use an app that supports migration.

1. Download CSV of sample products fromshopify

2. Adjust the data of the cart system according to SHOPIFY

3. Import the adjusted CSV into the shop's store

1. Download customer information from the cart system

2. Download CSV of sample customer information fromshopific

3. Adjust the customer information of the cart system according to SHOPIFY

4. Import the adjusted CSV into the shop's store

5. Notify your customer of resetting the password

It is already mentioned that SHOPIFY cannot migrate password data. When the customer information is migrated to SHOPIFY, the customer is not a formal member yet. On SHOPIFY, customers are recognized as members by enabling accounts. The resetting of the password required to migrate customer information will not have a difference from general membership registration.

The SHOPIFY customer management screen does not display any customer's account information that has not been enabled. The "Send account invitation" button is displayed at the top right of the screen.

There are two types of password reset methods required to migrate customer information.

・ How to notify the member to reset the password from the customer management screen

When you open the individual member information on the SHOPIFY customer management screen, the item "Send an account invitation" is displayed in the upper right corner of the screen. By clicking, you can send your password reset email to your customer.

This method must be handled one by one. Therefore, it can be said that there are few customers who need to send emails.

・ How to send emails for password resetting to customers using the app

SHOPIFY offers many apps that support the installed functions, and there are also apps that enable invited emails in bulk transmission. If you use the app, even if the number of customers who need email sending is large, it will automatically respond, so it will not take time.

The recommended application that can send invitation emails at once is the Bulk Account Invite Sender.

Bulk Account Invite Sender is one of the apps that allows you to collectively send your password reset email. Here, we will explain the features and benefits of Bulk Account Invite Sender.

Bulk Account Invite Sender is an application that can be used when transferring EC sites to SHOPIFY when transferring customer information. You can send a password reset email at once to the members who migrated the information. It is also possible to check if the applicable customer account is enabled.

Installing the app is free. The usage fee is a heavy billing system, and it costs $ 1 for 20 notification emails you want to send and $ 50 for 10,000. There is no fixed cost.

The Bulk Account Invite Sender does not support Japanese, and the corresponding language is only in English. If you are uneasy, use a translation site or app when using it.

The Bulk Account Invite Sender app has the following features and benefits:

・ Efficient because the password reset email can be sent at once to the migrated members

・ The email that notifies the reset can edit the contents

・ Automatically select customers who need to reset the password

・ You can send emails by specifying only customers in the tagged group

・ The email uses a dedicated mail template set in SHOPIFY.

After grasping the features of the Bulk Account Invite Sender, check the flow of actually using the app to send a password resetting email.

First, install the Bulk Account Invite Sender app. Select "Add an app" from the "SHOPIFY App Store" page and press "Install" on the installation screen. This completes the installation.

After installing the app, edit the e -mail to the customer and send it to prevent misplacing trusts.

To edit the email content, press "Click here" displayed after installation to display the edit screen. The first email will be rewritten as a template in SHOPIFY's "Invitation of Customer Account", which encourages you to reset your password.

Edit "Email Subject" and "E -mail body (HTML)" on the editing screen. Write the subject so that the content is easy to understand, such as "Information on password resetting". The text is{% capture email_title %}and{% endcapture %}The title is described in the meantime.{% capture email_body %}and{% endcapture %}In between, let's write the text of the email.

It is also effective to add coupon code to email to encourage customers to reset the password.

There is no rule on the text of the e -mail to edit, but it is a good idea to write the site renewal notice during editing.

Since the template email is received after creating an account, if the default remains, the site renewal may not be known and the customer may be confused. Let's list the renewal announcements and the need to reset the password.

After completing the email editing, do the test sending. Return to the app screen from SHOPIFY's "App Management", enter an enabled email address in "Send a Test Email to" and press "Send Test".

The e -mail address for testing the test must be a destination that has not been enabled by the customer registered. Before sending the test, prepare a customer registered e -mail address for the test.

If you do not have any problems by sending a test, press "Next" to move to the mail transmission screen and select the number of accounts to send. You can check the usage fee for Bulk Account Invite Sender on the screen at the time of transmission. After that, select "Approve the claim" from the SHOPIFY management screen, and the batch transmission is completed.

The site renewal announcement will be sent at the time of release, so you will rarely use it in the future. Return the template of the e -mail edited to reset the password to the default.

In some cases, EC sites may be transferred to SHOPIFY. Here, I will briefly mention the advantages and disadvantages of SHOPIFY.

SHOPIFY has various benefits.

・ Easy to start even for beginners and plenty of templates

There are many templates that can be selected according to the theme of the shop, so you can easily start creating an EC site.

・ It supports various languages ​​and currency

It is recommended when there are many compatible languages ​​and currency and are considering operating EC sites overseas.

・ You can manage the site from your smartphone

If you use the SHOPIFY app, you can operate and confirm sales, stock status, order management, etc. with your smartphone.

・ Various commissions are low in the EC platform

In addition to the monthly usage fee of SHOPIFY, the required payment fee for the operation of the EC site is relatively inexpensive.

The main disadvantages of SHOPIFY are as follows.

・ In some cases, the manual does not support Japanese

SHOPIFY has a Japanese support function, but in many cases, detailed information such as a manual is listed in English only.

・ There are few apps for Japan

SHOPIFY, an overseas service, offers a variety of apps, but there are not many apps for Japan. However, the number of apps that support Japan is gradually increasing.

・ I can't rely on SHOPIFY only to attract customers

At the same time as building an EC site in SHOPIFY, it is necessary to attract customers using SNS and advertising. SHOPIFY is characterized by its strong SEO measures.

If it applies to the following situations, it is suitable for the introduction of SHOPIFY.

・ Introducing EC platform for the first time

・ I am worried about the knowledge of EC site construction

・ I want to operate an EC site for overseas

・ I want to reduce the initial cost as much as possible

GO SUB is a sub -skook -compatible app that can be installed on SHOPIFY. It also supports Japanese, and is supported from installation to operation.

GO SUB has a function that is easy to use in the sub -skull EC, such as sub -skulls, subscription BOX, summary payment functions and discount rate settings.

There are "Starter Plan", which costs a free installation fee, and "GO SUB PLAN", which has a free sales commission for $ 39 per month.

[About gosub]

  Click here if you want to know more about gosub  

  Click here for GOSUB's help page  

  Click here to install GOSUB  

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When migrating to SHOPIFY to SHOPIFY, products, customer information, order data, etc. must also be moved in addition to the setup of the site.

With the app in SHOPIFY, Bulk Account Invite Sender, you can send an email to the member whose information has moved during the store transfer to the resetting of the password at once. You can notify the email manually, but this app is convenient because you can send emails together without any hassle.