Log in to your Shopify account and click on Apps on the left side menu.

At the bottom of the screen, you will see the text “Working with a developer on your shop?" - click on the “Manage private apps” link beside it.

Next, click on the Create new private app button.

Enter a name for your app (e.g. Optily).
Set your email in the Emergency developer email field.

In the section entitled Admin API, click on the blue "Show inactive Admin API permissions" link.

Select Read access from the dropdown for each of the following fields:

  • Analytics

  • Marketing events

  • Orders

  • Reports

Click the green "Save" button at the bottom of the screen.

Note: you will see a note on the Orders API saying “The Orders API provides access to customer names, emails, phone numbers, addresses, geolocations, IP addresses, and user agents."

To be clear, Optily only uses the Orders API to retrieve the customer journey information for each order, for marketing attribution purposes, and does not use Personal Identifiable Information of your customers.

A popup confirmation window will come up. Click on the green "Create app" button on the screen.

You've now created your app. Great! So now, you need to share that information with Optily to allow us to retrieve your reporting data.

When you click on the Create App button in the final step, you will be redirected to the app details screen.

In the API section, you will see the credentials that Optily needs to connect with your Shopify store.

Copy the values in the 3 boxes:

  • API key

  • Password

  • Shared Secret

Send these to the Optily team at [email protected] or through our chatbot located in the bottom right corner. Well link up your account and let you know when it's good to go.

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