Skip to main content

Create Shopify Customers with Zapier

Wendy avatar
Written by Wendy
Updated yesterday

If you prefer, you can follow along with a video tutorial of the steps we show below.

In this guide, we’ll walk you through the process of creating a Zap that connects quiz completion data from Lantern to your Shopify store. This integration will allow you to create customers and add tags to these customers in Shopify.

Before You Start

  • To ensure the Zap works correctly, you must capture both the first and last names of the customer using customer input fields in your Lantern quiz.

  • Make sure your Zapier integration is set up and connected to both your Shopify account and Lantern account.

Step 1: Create a New Zap

  1. Access Zap Creation:

    • From your Zapier dashboard, click the Create button and go to Zaps.

    Image highlighting the condition to trigger the Zap only when an email address is provided in the quiz, with the 'True' option selected to ensure the Zap only runs when an email is captured.

Step 2: Set Up the Trigger

  1. Select the Trigger :

    • Search for and select the Lantern app.

    GIF demonstrating how to select Lantern as the trigger app for the Zap.

  2. Choose the Event:

    • From the event drop-down, select Quiz Completion.

    GIF showing how to choose "Quiz Completion" as the trigger event for Lantern.

  3. Connect Your Accounts:

    • Connect your Shopify store and Lantern account.

    Image highlighting the 'Choose' button used to connect the Shopify and Lantern accounts in Zapier.

  4. Select the Quiz ID:

    • Choose the specific quiz ID from the drop-down menu.

    Image showing the dropdown menu for selecting the specific Lantern quiz ID to be used in the Zap.

  5. Set Email Trigger Condition:

    • Opt to trigger the Zap only when an email address is provided by setting this option to True. This ensures that only valid customer data with an email address is used to create customer records in Shopify, which is crucial for customer communication and record accuracy.

    highlighting the condition to trigger the Zap only when an email address is provided in the quiz, with the 'True' option selected to ensure the Zap only runs when an email is captured.

  6. Test the Trigger:

    • Continue and test your trigger to ensure it works correctly.

    Image showing the Zapier interface with the Test Trigger button used to confirm data connection.

  7. Review Data:

    • Under the completion event, review the available data such as quiz name, ID, email, name, language, country, device information, start and completion times, selected answers, recommended products, and their URLs.

    Image showing the Lantern quiz completion data retrieved by Zapier, including user details and quiz metadata.

Step 3: Set Up the Action

  1. Select the Action App:

    • From the list of available apps, search for and select Shopify.

    Image showing Shopify selected as the action app to process Lantern quiz data.

  2. Choose the Event:

    • Select Find Customer as the event. This allows you to find an existing customer by name or email, and optionally create a new customer if none is found.

    Image showing the "Find Customer" event selected to search for or create a Shopify customer.

  3. Connect Your Shopify Store:

    • Connect your Shopify store and install the Zapier app if not already installed.

    Image showing the Shopify customer fields setup screen in Zapier, suggesting where to map Lantern quiz data like first name, last name and country.

Step 4: Configure the Action

  1. Set Up Customer Data Fields:

    • Use the first name, last name, and email fields captured from the quiz for the customer information.

    Image showing the mapping of Lantern quiz responses to Shopify customer fields like first name, last name, and email.

  2. Specify Success Condition:

    • Set the option to consider the step successful if no customer is found, enabling the creation of a new customer.

    Image showing the option to create a new Shopify customer if no existing customer is found.

  3. Add Customer Information:

    • Use quiz data to populate the customer’s first name, last name, and country.

    Image showing the Shopify customer fields setup screen in Zapier, suggesting where to map Lantern quiz data like first name, last name and country.

  4. Add Tags:

    • Dynamically add tags using available quiz information such as recommended products or manually add tags like "Completed Product Finder Quiz."

    Image showing custom and dynamic tag options based on quiz data for identifying customers in Shopify, including a manually added example tag labeled 'Completed Product Finder Quiz' and dynamically generated tags like product recommendations.

  5. Set Properties:

    • Configure properties such as "Accepts Marketing," "Tax Exempt," or "Send Email Invite."

    Image showing settings for Shopify customer properties like 'Accepts Marketing', 'Tax Exempt' or 'Send Email Invites'.

Step 5: Test and Finalize

Click continue to test the action step and ensure all connections are successful.

Image showing the Zapier interface with the 'Test Step' button highlighted to verify the customer creation process.

Once your test is successful, give your Zap a meaningful name and publish it.

Image showing the field for naming and publishing the Zap after a successful setup.

Thank you for following this guide. By completing these steps, you have successfully set up a Zap that creates and tags customers in your Shopify store based on quiz completion data from Lantern. For more tutorials and support, visit our website or contact our support team.

Did this answer your question?