Get the App
Guide to Automatically Sending Cards Using
SUMMARY
To utilize Thankster from within Shopify, it’s basically a 3 step process that you set up one time:
Step 1 - Create a project in Thankster
Step 2 - Install the Thankster app in Shopify
Step 3 - Select Project and Trigger, Insert Webhook
That’s it! Then every time that one of your Shopify customer spends more than the trigger amount they will get a handwritten card in the mail tailored to them (especially if you use merge tags - see Step 1e).
Note: there is more detail in this guide here than most of you will need.
Step 1 - Thankster
Create a Thankster project.
Create or edit a card project in Thankster.com (first create a free account). This project will serve as a template in Shopify.
1a - Select a cover design. Thankster cards are folder cards, printed on premium paper.
1b - Then select the specific card
1c - Or create your own cover design (we can help with this)
1d - Write you card with one of our natural handwriting fonts
1e - Merge fields in Thankster (optional)
Step 1a
In Thankster - After you create a project the first thing you do is select a cover design. Thankster cards are folder cards, printed on premium paper.
Step 1b
Select a Specific Card
In Thankster - We have many pre-made cards.
Step 1c
Or Create Your Own Cover
In Thankster - Or, you can create your own cover with your company’s logo or other imagery by clicking “Create Cover” in the top navigation bar.
Step 1d
NOTE - A First Name is Required
In Thankster - Before you can proceed to create your message, you will be asked to enter a first name, even though all recipient data will come from Shopify.
You can type anything here to get to the next step.
Step 1d (cont’d)
Write and Style Your Card
In Thankster - Write your card in natural handwriting. You can change various features of the message by clicking on the pencil icon next to font size.
For example, you can change the font color, or the angle of the text on the page. You do not need to highlight any text before applying a feature - changes will apply to the whole page (the other inside page can have its own settings). We do this because people generally write uniformly.
….Step 1d (cont’d)
You can also select from one of our existing fonts, or create your own (contact us for the latter).
Click “Print Preview” and carefully inspect your card and envelope. Be sure you allow enough room at the bottom of your message so that no text gets cut off. Bear in mind that small things that vary, such as merge fields or character variation, can push a message over even if it appears to fit. So allow a little extra room.
Click the light bulb icon to see our sample text library, and click on one to insert it.
If you need more room, you can click on the other inside page of the card and type there. Each page can have a different font and styles.
Step 1e
Merge fields in Thankster Project
You will usually want to include at least one merge field (for greeting name) in the body of your text.
You must use {* and *} to indicate the beginning and end of the merge field name.
Be Sure Your Project is Saved!
When you are done crafting your message, it is a good idea to click back to “STEP 1 Select Card” or ahead to “STEP 3 Checkout” to force the system to save your project.
Step 2 - Shopify
Install the Thankster App in your Shopify account
2a - Log in to your Shopify account and click here
2b - Get the Shopify Thankster app
2c - Connect to Thankster and install the app
Step 2b
Install Thankster
Click “Get” to install the Thankster App.
Step 2c
Connect to Thankster
After clicking “Get” to install, you must log in to your Thankster account created in Step 1 to authorize.
Step 2d
Install App
In Shopify - click “Install App”.
After installation Thankster should appear under the “Apps” tab.
Step 3 - Thankster App in Shopify
Step 3
Select Project, set Trigger Amount
Step 3 (cont’d)
After clicking insert, press OK on the notification and you can see the new webhook that has been added to your account. Note there is another hook added one time which you can ignore.
That’s it! Now cards will automatically be sent to your customers every time they purchase an item over the minimum amount.
To delete a webhook, simply click the delete button to the right of the “Trigger Event”.
Review Order
In Thankster - After a card has been generated, you can see the status of your order.
To do this navigate to your account by clicking your name in the top right corner and selecting My Account.
Then, select Integrations Orders to view the status of each card triggered by Shopify.
You can also view orders on the Projects page.
You may also see your previous order history in your Thankster account by navigating to “Projects” page and looking under the “Status” tab. If it says “Saved” your project is saved as a draft, and if it says “Ordered” your order has been fulfilled.
Hooray!