Coming soon!
What linking does
Linking creates an association between:
A social profile in BrandBastion (from a comment or DM thread)
A Shopify customer record
After linking, the user profile shows Shopify customer context so agents can respond with full customer visibility.
Open the link modal
Open a comment or DM thread in BrandBastion
Click the user profile to open the profile panel
In the Shopify section, click Link user to Shopify customer
Search for a customer
Use the search field to look up by:
Email
Phone
Customer ID
Name
Each result includes key customer context (when available):
Display name
Email and phone
Number of orders (lifetime)
Amount spent (lifetime)
Country (from default address)
Customer ID (legacy numeric ID)
Created date
š” Tip
Search by email when possible. It is usually the fastest way to disambiguate similar names.
Link the customer
Select the correct customer row
Click Link
After linking:
The selected customer shows a Linked state
The user profile Shopify card displays the customer summary
šØ Alert
If you link the wrong customer, unlink immediately and relink to the correct record. Incorrect links create bad context and bad replies.
Optional: Add a note in Shopify
If Add note on Shopify is enabled (enabled by default), BrandBastion appends a short entry to the Shopify customer note that includes:
Social platform and username
Link back to the thread when available (public conversations only)
āLinked on BrandBastionā plus timestamp
š Note
BrandBastion appends to existing notes. It does not overwrite the Shopify customer note field.
Unlink a customer
In the Shopify section of the user profile, click Unlink user
Unlink removes the association inside BrandBastion.
š Note - Unlink does not remove notes that were previously appended in Shopify.
Linking auto suggestions for email and order number
BrandBastion can detect an email address or an order number in a DM and suggest the matching Shopify record so you can link faster.
When suggestions run
The conversation is a DM (private message).
The account is connected to an active Shopify integration.
A new message is ingested (including in an existing thread).
What is detected
Email detection: finds emailālike strings. If multiple appear, uses the most recent in the conversation.
Order number detection: looks for order intent keywords near a number such as order, order number, order #, order no, purchase, purchase number, order id. It extracts likely formats like
2121121,#2121121, or phrases like āOrder number is 2121121ā.
What you will see
Exactly one match: shown as the top suggestion.
Multiple matches: all matches are listed.
No match: a No match found state appears and there is no Link call to action.
The UI also shows why the suggestion appeared, e.g., āMatched order #2121121ā or āMatched email [email protected]ā.
View customer order history and details
Once a social profile is linked to a Shopify customer, BrandBastion can show recent orders and key details.
Order list (newest first)
Order number ā¢ Order date ā¢ Financial status ā¢ Fulfillment status ā¢ Total price with currency ā¢ Link to view the order in Shopify.
Expanded order details
Items ordered: product, variant, quantity, SKU (when available), pricing.
Shipping and fulfillment details: address (when available), status, tracking info (when present).
Payment and refunds summary (where available).