Connecting BigCommerce to Otter Text

To integrate your BigCommerce store with Otter Text, follow these steps to ensure a seamless connection:

Step 1: Access BigCommerce Integration in Otter Text

1. Log in to your Otter Text account.
2. Navigate to the Apps section in your dashboard.
3. Select BigCommerce from the list of available integrations.
4. In the BigCommerce pop-up window, click on Store.

 

Step 2: Gather Store Information

To complete the integration, you'll need the following BigCommerce store details:

• Store Name
• Client ID
• Client Secret
• Access Token
• Store Hash

 

Step 3: Generate API Credentials in BigCommerce

1. Open a new tab in your browser and log in to your BigCommerce store.
2. Navigate to Settings > Store Level API Tokens.
3. Click on Create API Account.

 

Step 4: Configure API Token

1. API Token Type: Select V2/V3 API Token.
2. Name the API Account: For easy identification, name this account Otter Text.
3. Access Levels: Choose Modify or Read-Only access for the content that needs to be selected.
   • Important: For Otter Text integration, select Modify for all relevant sections, such as Checkout, Orders, Account Items, etc.
4. API Path: When viewing your API token details, look for your API path. After /account/, you will see a five-digit number—this is your API Token.

5. Copy and Paste the following credentials from BigCommerce into the corresponding fields in Otter Text:

• • Client ID
  • Client Secret
  • Access Token
  • Store Hash (found under API Path)

Step 5: Finalize the Connection

1. After entering the necessary details in Otter Text, click on Connect.
2. Sync Process: Note that syncing your store can take up to 24 hours. This process involves importing all previous data, enabling you to create list segmentation within Otter Text.

Step 6: Set Up Your First Automation

1. After the 24-hour sync period, you can set up your first automation in Otter Text.
2. Navigate to the Automations section and click on Create New Automation.
3. Name your automation, then choose a starting point by selecting one of the following BigCommerce triggers:

Setting Up Triggers

BigCommerce offers various triggers that can initiate an automation:

• Abandoned Cart: Triggers when a cart is abandoned.
• Cart Created: Triggers when a new cart is created.
• Customer Address Created: Triggers when a new customer address is created.
• Customer Address Updated: Triggers when a customer address is updated.
• Customer Created: Triggers when a new customer is created.
• Customer Updated: Triggers when a customer is updated.
• Order Created: Triggers when a new order is created.
• Order Status Updated: Triggers when an order status has changed.
• Order Updated: Triggers when an order is updated.
• Product Created: Triggers when a new product is created.
• Shipment Created: Triggers when a new shipment is created.

Sample Automation:

Order Shipped w/ tracking:

Hi {{Customer.first_name}}, your order {{Order.id}} with [Company_name] has been shipped! You can track it with the following tracking number: {{orderShipment.tracking_number}}. Thanks for shopping with [Company_name], hope to see you again soon! Reply STOP to unsubscribe

Order Created:

Hi {{Customer.first_name}}, thanks for your order with [Company_name]! Your order number is {{Order.id}}. We'll let you know once it's shipped. If you have any questions, feel free to reach out. If you wish to discontinue text updates..

Abandoned cart

Hi {{Customer.first_name}}! It looks like you left some awesome stuff in your cart at [Company_name]. Follow this link to keep shopping! [website].

Need Help?

If you encounter any issues during the setup process, feel free to reach out to our support team for assistance.