integration pair · customer journey mapping

Customer Journey Mapping: Shopify + POS Systems

What do customers do before they call or book? askotter reads Shopify and POS Systems together and answers it for your business, by text.

● Shopify · LIVE + ● POS Systems · COMING SOON Customer Journey Mapping
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the short answer

How does customer journey mapping with Shopify and POS Systems work for a small business?

askotter reads Shopify and POS Systems side by side so it can map the path customers take across your accounts. The whole path in one view, with every visit and decision point on it.

Read the full answerShow less

The owner asks follow-up questions by text.

From Shopify
Orders and revenue, Product performance, Customer profiles and segments.
From POS Systems
Transaction data, Product-level sales, Customer identification.
Status
POS Systems is on the integration roadmap, so the matching described here starts when that connector ships.
Not for
Replacing Shopify or POS Systems. Both keep working exactly as they do now.
the problem

What do customers do before they call or book?

On paper the path is simple: someone sees an ad, visits the site and books. In real life they search twice, read reviews and come back days later on a different phone. Each tool sees only its own piece.

How askotter handles it

askotter reads Shopify and POS Systems side by side, so it can map the path customers take across your accounts.

A person checks the result before it reaches you. This is part of our conversion rate optimization work.

matching the records

How Shopify and POS Systems records line up

Shopify and POS Systems both store the customer's email address. askotter lowercases and trims it on both sides before matching, so the same person shows up as one customer across the two tools.

Both tools can hold a phone number. Numbers are normalised to one international format before matching, which catches customers who never gave an email.

Shared between the two: the customer email address and the phone number.

What customer journey mapping uses from each

Customer journey mapping needs the order of events for one person.

From Shopify that means the customer's order history and first landing page. From POS Systems it means visit history for loyalty members.

POS Systems is on the integration roadmap, so the matching described here starts when that connector ships.

What each tool sees on its ownShow less

Shopify on its own

Shopify sees the order and the landing page. It has no view of the ad impressions, emails or searches that came before that session.

Timing. Shopify writes each order the moment it is placed, including the landing page and referring site of the session that bought.

Access. Read-only access through the Shopify Admin API, approved from the store admin.

POS Systems on its own

A POS sees the sale at the counter. It only knows who bought when the customer gave a phone number or email for a receipt or loyalty account.

Timing. Many POS systems settle and export transactions in end-of-day batches.

Access. The POS vendor's API where one exists, or a daily export.

questions

Questions about Shopify + POS Systems

Do I need a developer to connect Shopify and POS Systems?

No. Most accounts connect with a sign-in, and the rest take a file export.

How is askotter's Customer Journey Mapping different from what Shopify shows on its own?

Shopify only sees its own numbers. askotter reads Shopify and POS Systems together and can answer the question: What do customers do before they call or book?

Shopify + POS Systems is coming soon

Talk to us about your timeline, and we will confirm the launch date before you commit.

Self-managed is $99/mo and scales with the compute you use. Our team runs it from $600/mo.