SimpleTexting & Subscriptions for Shopify Checkout Integration

SimpleTexting provides SMS, MMS, and text marketing services. With this integration, you can link your SimpleTexting account to Bold Subscriptions using webhooks and set up triggers for event based text message campaigns such as new subscriber offers, win-back campaigns, and more.

With SimpleTexting you can:

• Get a number for your business for toll-free texting and short codes
• Enable 2-way messaging to improve customer satisfaction
• Send and schedule mass text messages
• Collect phone numbers or message existing ones
• Enable texting for teams

For detailed information on all the features SimpleTexting provides, please visit SimpleTexting Features.

Alert: This is a technical integration. It is recommended to have your own developer as it requires knowledge in the use of APIs and webhooks.

Pricing

Simple texting has different levels of price plans available depending on the amount of messages you wish to send per month. There is a 14 day free trial available for new members.

For the most current information on the price plans available, please visit SimpleTexting Pricing.

Requirements

• Subscriptions for Shopify Checkout installed and set up.
• An account on Bold Account Center. Please visit Create & Connect a Bold Account.
• An API access token. Please visit Create an API Access Token in Bold Account Center. 
• An account with SimpleTexting.
• Recipes enabled for Bold Subscriptions in SimpleTexting. Please email the support team at SimpleTexting at edith@simpletexting.net to let them know you would like to have them enable recipes for Bold Subscriptions.

Setup

1. Log in, or create an account in Bold Account Center.

   Note: For more information on creating your account, please visit Create & Connect a Bold Account.

2. Select API access tokens.
3. Select Create API access token.
4. Enter a name for your API key.
5. Ensure the scopes appear as they do in the screenshot below.

   

   

6. Select Create.

   Note: You are now be provided with the Shared Secret and API access token. This API access token disappears once the dialogue box closes. Save this information in a secure location.

   

7. Get your shop identifier and Bold shop ID by following the Bold Commerce Developer Documentation.

   Note: The bearer token is your API secret as saved above.

8. Review Bold's webhooks and decide which you'd like to subscribe to here: Webhook topics.

   Note: Webhook topic numbers can be found in the response sample. Some helpful ones are:
   New Subscription - offer subscriber texts and offers: webhook_topic_id = 1
   New Subscription order created - send out confirmation order texts: webhook_topic_id = 3
   Upcoming Subscription Reminders: webhook_topic_id = 9
   Transaction failed: webhook_topic_id = 6
   Cancelled subscription- create customer buy-back subscription texts: webhook_topic_id = 12

9. Login to your SimpleTexting account.
10. From your SimpleTexting dashboard, navigate to the Integrations > Custom Integration > View Recipes.
11. Create a project or use Home Assets.

    

12. Select Start guided setup on the right. Once you create an event name, you are provided you with a webhook URL.
13. Subscribe to the Bold webhook of your choice. You can do this on Postman or REQBIN.

Testing

Once your integration and webhooks are ready, you can test it out by triggering a webhook. For example, if you are using webhook_topic_id: 1 (subscription created), you can create a new subscription for yourself to see if it's triggered in the SimpleTexting setup.

Helpful links

• What is a recipe?
• What is a trigger?
• What is an action?

Example recipes

New subscriber text message

This example shows you how to set up a recipe to send a text message to your customer once they purchase a subscription.

To complete these steps, you will need:

• Your API Access Token and Shared Secret as shown in the Setup above.
• Access to Postman.

Once you are ready, please follow the steps below.

Step 1: Start Guided Setup

1. Log into your SimpleTexting account.
2. Select Integrations > Custom Integrations.

   

3. Select View recipes.

   

4. Select Create project.

   

5. Enter a Name and a Description.

   

6. Select Create recipe.

   

7. Enter a Name and select a project Location for your recipe.

   Note: This is the project location that was just created.

8. Select Trigger from a webhook.

   

9. Select Start building.
10. Select Start guided setup.

    

11. Enter your Event name.

    

Step 2: Register the Webhook

1. Open Postman.
2. From within your Workspace, go to APIs.
3. Select the + sign above My Workspace to create a new request.

   

4. Select the Authorization tab.

   

5. In the dropdown menu next to Type, select Bearer Token.

   

6. Enter your API access token in the Token field.

   

7. Next to GET, in the Enter request URL field, enter: https://api.boldcommerce.com/shops/v1/info

   Note: This can be found in our developer documentation here.

   

8. Select Send.

   Note: Save your shop_identifier number from the text that appears below, as it will be needed again.

   

9. Paste the following link in the field next to GET: https://api.boldcommerce.com/subscriptions/v1/shops/{shop_identifier}/webhooks/topics

   Note: This can be found in our developer documentation here.

10. Replace the text: {shop_identifier} in the above link with your shop identifier number.

    

11. Select Send.
12. Paste the following endpoint: https://api.boldcommerce.com/subscriptions/v1/shops/{shopIdentifier}/webhooks/subscriptions next to GET, but replace the text {shop_identifier} with your shop_identifier number.

    Note: This can be found in our developer documentation here.

    

13. Switch your workspace to Body, select raw, and in the Text dropdown select, JSON.

    

14. Using the dropdown menu, change GET to POST.

    

15. Paste the following code in the window below:

    {
             "webhook_subscription": {
                 "callback_url": "https://webhooks.example.com",
                 "webhook_topic_id": 4,
                 "shared_secret": "exMh194qw8JD@A50dA^P"
             }
         }

    Note: This can be found in our developer documentation here.

    

16. Return to SimpleTexting and copy the Workato webhook address.

    

17. Navigate back to Postman and place the Workato webhook address inside the quotes of the callback_url, change the webhook_topic_id to number 1, and paste in your own shared secret.

    

18. Select Send.

    Note: The registration is successful if the message 200 Success appears.

19. Navigate back to your page in SimpleTexting, select Next.

    

20. Navigate to your store and place a test order.
21. Navigate back to SimpleTexting to confirm your event has been received.

    

22. Select Setup Webhook.

Step 3: Build Your Recipe

1. Select the plus sign.

   

2. Select Action in an app.

   

3. From the right side of the page, select SimpleTexting.

   

4. Under Choose an action, scroll to the bottom and select Send SMS.

   

5. Select SimpleTexting connection.

   

6. Place your cursor in the Phone field. The Recipe data menu will pop up on the left.

   

7. Within the Recipe data menu, scroll down to Shipping address and expand the menu by selecting the arrow. Select Phone.

   

8. In the Message field, enter the message you would like to send to your new subscriber.

   

9. Select the plus sign in the left window.

   

10. Select Stop job.

    

11. Select Save.

    

12. Select Exit.
13. Select Start recipe.

    

Step 4: Test

Go to your store and create a new test subscription using your own phone number in the shipping address to confirm the recipe works.

Based on the example setup, you can see the message that was received when our test subscription order was created.

Reactivate a paused subscription

This example shows you how set up a flow to send a text message to a customer who has paused their subscription, along with an offer to reactivate.

This example requires two recipes. The first will send the message once the subscription is paused. The second will listen to the input from the customer and if received, send an API call to Bold Subscriptions to reactivate the subscription.

To complete these steps, you will need:

• Your API Access Token and Shared Secret as shown in the Setup above.
• Access to Postman.
• An active test subscription on your store with your phone number in the shipping address, phone number field.

Once you are ready, please follow the steps below.

Step 1: Create a Custom Field

1. Log into your SimpleTexting account.
2. From the left menu, select Contacts > Custom fields.
3. Select New Custom field.

   

4. Using the dropdown under Type, select Text.
5. Enter Subscription ID in the Name field.
6. Select Create.

   

Step 2: Create an HTTP Connection

1. Log into your SimpleTexting account.
2. From your SimpleTexting home page, select Integrations > Custom integrations > View recipes.
3. Choose a Connection name and Location for your HTTP connection.
4. Select Create connection.

   

5. Search for and select HTTP.

   

6. In the Authentication type field, use the dropdown to select Header auth.
7. In the Header authorization field, enter Authorization: Bearer and enter your API access token.

   

8. Select Connect.

Step 3: Start Building Your First Recipe

1. From your SimpleTexting home page, select Integrations > Custom Integrations.

   

2. Select View recipes.

   

3. Select the project Example Flows.

   Note: This is the project created in the last example. If you like, you can add it to a different project.

4. Select Create recipe.

   

5. Enter a Name and select a project Location for your recipe.

   Note: This is the same project location that was created in the last example.

6. Select Trigger from a webhook.

   

7. Select Start building.
8. Select Start guided setup.

   

9. Enter your Event name.

   

Step 4: Register the Webhook

1. Open Postman.
2. From within your Workspace, go to APIs.
3. Select the + sign above My Workspace to create a new request.

   

4. Select the Authorization tab.

   

5. In the dropdown menu next to Type, select Bearer Token.

   

6. Enter your API access token in the Token field.

   

7. Next to GET, in the Enter request URL field, enter: https://api.boldcommerce.com/shops/v1/info

   Note: This can be found in our developer documentation here.

   

8. Select Send.

   Note: Save your shop_identifier number from the text that appears below, as it will be needed again.

   

9. Paste the following link in the field next to GET: https://api.boldcommerce.com/subscriptions/v1/shops/{shop_identifier}/webhooks/topics

   Note: This can be found in our developer documentation here.

10. Replace the text: {shop_identifier} in the above link with your shop identifier number.

    

11. Select Send.
12. Paste the endpoint: https://api.boldcommerce.com/subscriptions/v1/shops/{shopIdentifier}/webhooks/subscriptions next to GET, but replace the text {shop_identifier} with your shop_identifier number.

    Note: This endpoint can be found in our developer documentation here.

    

13. Switch your workspace to Body, select raw, and in the Text dropdown select, JSON.

    

14. Using the dropdown menu, change GET to POST.

    

15. Paste the following code in the window below:

    {
             "webhook_subscription": {
                 "callback_url": "https://webhooks.example.com",
                 "webhook_topic_id": 4,
                 "shared_secret": "exMh194qw8JD@A50dA^P"
             }
         }

    Note: This can be found in our developer documentation here.

    

16. Return to SimpleTexting and copy the Workato webhook address.

    

17. Navigate back to Postman and place the Workato webhook address inside the quotes of the callback_url, change the webhook_topic_id to number 13, and paste in your own shared secret.

    

18. Select Send.

    Note: The registration is successful if the message 200 Success appears.

19. Navigate back to your page in SimpleTexting, select Next.

    

20. Navigate to your store and pause your test subscription order.
21. Navigate back to SimpleTexting to confirm your event has been received.

    

22. Select Setup Webhook.

Step 5: Build your flow

1. In your recipe window, select the plus sign.

   

2. Select Action in an app.

   

3. Select SimpleTexting on the right side of the page.

   

4. Under Choose an action, scroll to the bottom and select Send SMS.

   

5. Select SimpleTexting connection.

   

6. Place your cursor in the Phone field. The Recipe data menu will pop up on the left.

   

7. Within the Recipe data menu, scroll down to Shipping address and expand the menu by selecting the arrow. Select Phone.

   

8. In the Message field, enter the message you would like to send to your subscriber.

   

9. Select the plus sign.

   

10. Select Action in an app.
11. Select SimpleTexting on the right side of the page.
12. Select Create/Update Contact.

    

13. Place your cursor in the Contact phone field and from the Recipe data menu, select New event via webhook.

    

14. Scroll down to Shipping address and expand the menu by selecting the arrow. Select Phone.

    

15. In the comment field, enter true.

    

16. Select + 1 optional field.

    

17. Select Subscription ID and then Apply changes.

    

18. Under Custom fields, select Show.
19. Place your cursor in the field under Subscription ID.
20. In the Recipe data menu, scroll down to Payload and select ID.

    

21. Select the plus sign.

    

22. Select Stop job.

    

23. Select Save.
24. Select Exit.
25. Select Start recipe.

    

Step 6: Start Building Your Second Recipe

1. From the home page select Integrations > Custom Integrations > View recipes.
2. Select the project Example Flows.

   Note: This project location was created in the last example.

3. Select Create recipe.
4. Enter a Name and select a project Location for your recipe.

   Note: The name Call Bold API was selected as this flow will be listening for the input from the customer and use Bold’s API to reactivate the subscription.

5. Select Trigger from an app.

   

6. Select Start building.
7. On the right, select SimpleTexting.

   

8. Select Get Messages.

   

9. Select SimpleTexting connection.

   

10. Select the dropdown under Trigger and select Incoming Message.

    

11. Select OK.
12. On the left side of your workspace, select the plus sign under Actions.

    

13. Select Action in an app.

    

14. On the right side of your workspace, select SimpleTexting.
15. Scroll down and select Get a contact.

    

16. Place your cursor inside the Contact phone field. Within the Recipe data menu, under Message, select Contact phone.

    

17. On the left side of your workspace, select the plus sign.
18. Select IF condition.

    

19. On the right side of your workspace, place your cursor in the Data field.
20. In the Recipe data menu select Get a Contact, then under Custom fields select Comment.

    

21. Select the dropdown under Condition, and select equals.
22. In the Value field, enter true.

    

23. On the left side of your workspace, hover over Select app and action to do when condition is met until the ellipsis appears. Select Delete.

    

24. Hover your cursor underneath Yes, and select the plus sign.

    

25. Select IF condition.

    

26. On the right side of your workspace place your cursor in the Data field.
27. In the Recipe data menu select Get Messages, then select Text.

    

28. Select the dropdown in the Condition field and select equals.
29. Under Value, select Formula and enter "1".to_s

    Note: This changes the integer to a string in Ruby.

30. On the left side of your workspace, select Select app and action to do when condition is met.

    

31. On the right side of your workspace, select HTTP.

    Note: If you do not see the HTTP option, you can use the search bar to find it.

    

32. Select My HTTP account.

    

33. Select setup manually.

    

34. Under Request, change the Method from GET to POST.
35. In the Request URL field enter the API endpoint: https://api.boldcommerce.com/subscriptions/v1/shops/{shop_identifier}/subscriptions/{subscription_id}/activate

    Note: This can be found our developer documents.

36. Replace the {shop_identifier} with your own shop identifier number.
37. Remove {subscription_id} but leave your cursor placed in the area.
38. In the Recipe data menu, scroll down to Custom fields and select Subscription ID.

    

39. On the left side of your workspace, select the plus sign and then Stop job.

    

40. Select the plus sign once more, and then select Stop job again.

    

41. Select Save and Exit.
42. Select Start recipe.

Step 7: Test

Go to your store and pause your test subscription to confirm the recipe works. Once you receive the text message, you will need to reply 1 to reactivate your subscription. Check your customer profile to confirm the subscription was reactivated.

Based on the example setup, you can see the message that was received when our test subscription was paused. This successfully reactivated our test subscription.