Pinnacle Integration for Shopify

About

Utilize the Pinnacle SMS and WhatsApp service to connect with Shopify customers.

Pre-requisites

Must be a Shopify user
Must have a Pinnacle account with SMS or WhatsApp number
Must have approved WhatsApp templates to initiate conversations

Send Pinnacle Message

Send Messages to a List of Customers

Send Pinnacle Message

Go to any Shopify Customer.
Click on the 'More actions' drop-down.
Select 'Send Pinnacle SMS & WhatsApp'.

Select the Pinnacle SMS or WhatsApp sender.

Insert the Pinnacle template or enter a message.
Send the Pinnacle SMS or WhatsApp message.

Send Messages to a List of Customers

Select the required customers from the list view.
Click on the three dots to access more options.
Select the option to send Pinnacle Messages.

Select the Pinnacle sender.
Enter the message or insert a message template.
Send the Pinnacle SMS or WhatsApp message to the Customers.

Automations

Workflow Code

Go to any Shopify Customer.
Access the Pinnacle application.
Select the Sender to send the automated message from.
Select the template message or enter the message to be sent by the automation.
Click on 'Get Workflow code'.

Here you can access the Webhook URL and Workflow code required.

Workflow Setup

Click on Marketing at the panel on the left.
Select 'Automations'.
Click on 'Create Automation'.

Select the automation template or create a custom automation.

Select the trigger conditions for the automation.

Click on the '+' symbol to add the Action.

Select the action 'Send HTTP request'.

Select the "HTTP Method" as "GET".
Copy the Webhook URL from the workflow code and enter it under URL.

Under the Headers enter the below Key and Value.

Key : Content-Type Value : application/json

Copy the workflow code and paste it under Body.
Erase the value of the "number"/"to" parameter and insert the field containing the phone field of the Customer.
Click on Add a variable.

Select 'Customers'.

Select the phone field.

Erase the value of the "recordId" parameter.
Click on Add a variable and insert the field "id" from Customer.

Similarly, you can enter the required variable for the parameters within the template.
Erase the value adjacent to the "default_country_code" parameter.
Enter the country code that should be added in case the Customer contact numbers do not contain a country code.

Click on 'Turn on workflow' to activate the workflow.

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