What is Shopify Flow and our Guide to Use it

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Get ready to move. Shopify Plus makes it easy to do repetitive, time-consuming tasks in just a few clicks.

Shopify Plus’ latest offering, Shopify Flow has merchants excited by its powerful automation capabilities. It allows merchants automate backend tasks quickly and efficiently, allowing them to focus on their other activities.

What is flow?

Shopify Flow allows you to set up automated tasks within your Shopify admin. Imagine Zapier on steroids, but built into Shopify. This is Shopify’s most innovative release in quite some time.

Its functionality is very simple. It doesn’t require any coding skills or programming knowledge – that’s correct! Businesses can create unique workflows with the three-step visual builder that uses trigger, condition, and action logic.

Email Campaign Tracking – Track and cater for your best customers

One of the most impressive features of Flow is its ability tag customers. This feature is very useful, especially when you want to track purchases via an email campaign. This allows customers to be identified based on how much they spend, opening up the possibility of future marketing opportunities.

Flow integrates well with many email marketing tools because it uses UTM codes.

This is how to track large orders placed by customers through your store and tag them for future discounts or offers.

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First, you need to set a trigger. After clicking the button, a list with possible triggers will be displayed to your right. In this case, the trigger will be “order created”.

The next step is to establish a condition. Shopify Flow offers a lot of flexibility, so this is the place where you can have a lot of fun. Here are a few conditions that you need to meet. The first is “Order price greater than 500” (or any other amount you choose).

This one is important. The UTM parameter must match that in your marketing campaign to make the action work.

Next, select “Add customer tag” as an option. On the right, a tag box will appear. This is where you can create the tag’s name.

This example will only apply to customers who spend more than $500. We will tag them for future-discount.

We also have the option to “send HTTP Request”, which will send customer’s information to an external source (in our hypothetical case, an email marketing platform).

This can be used to send discounts and offers to customers that have responded to your email campaign (amazingly!). You can also add a video to your email campaign.

Last Chance Items that are out of stock should be stocked immediately

Consumers are often motivated to act when they feel urgent or important. Words are powerful, after all.

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Shopify Flow makes it easy to track inventory changes. You can track inventory changes and automatically add products to your “Last Chance” collection if they are low.

You can also tag it as “low stock” to let consumers know that they have limited time to act.

It’s worth a look!

You can set your trigger to “inventory amount changed.”

Next, create your condition by naming it “product total inventory less than -10” (quantity will depend on what you consider low-in stock).

You can add product to your collections by clicking here.

Select the collection that you would like the item added to. We call this Last Chance.

We will tag it “low-in stock” since you can add multiple actions. This tag can be used to display a label at the shop’s front-end.

Shopify allows you to filter by tags so that your team can quickly see which products are low.

Fraud Detection – Monitor and take action on fraudulent orders

Fraud detection is a major problem for any ecommerce site.

Shopify may alert you to fraudulent orders but Flow allows you to assign tasks directly to your store.

You can check the app’s Slack integration to see if there is a fraudulent order. This can alert sales staff that an order may be high-risk and give them the ability to review it before they capture payment.

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This is how to easily set up your workflow in order to spot fraudulent orders.The trigger will be “order risk analyzed.”

The next step is to establish a condition. Shopify Flow offers a lot of flexibility, so this is where you can have a lot of fun. We have set the following condition: “Order risk level – equal to – high.”

You must then set an action. You can set an email, Slack message or both! You can alert your fraud team so that they are immediately informed about a high-risk order.

You can also review orders that may not be “high-risk,” but are still on your radar as merchants, with Flow.

You might consider it a liability if the billing address for an order is different from the shipping address. Flow can be set up to notify your customer support team so that they review the order before capturing payment.

Here’s how to do it.

We will first use “order created” as a trigger. Flow will display a list on your right after you click condition. You will find “order billing address matches shipment address – is equal or – false”

Next, add an action to send email. This email can be linked with your customer service team.

After clicking on “send mail”, a form will open on your right asking you to enter an email address. This is the person who will be reviewing the order. Next, click on “message”. A pop-up window will open. Click on “Customer Email” to send the customer’s details to the email address you have listed.

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Flow also allows you to add a customer tag in order to mark it as high-risk.

Voila! You now have two workflows to track fraudulent orders. It takes only a few minutes.

Flow allows merchants adapt to the changing ecommerce landscape by automating social media posts and notifying their team when a product is out of stock.

Automated Push Notifications Using Shopify Flow

There are hundreds of tasks that a store owner must complete. Every task on your to-do list is important.

Not all tasks need to consume your time. You don’t have to spend your time manually segmenting customers or informing your staff about new products. It is possible to automate these tasks.

How?

Shopify Flow can help you.

All you have to do is spend an afternoon creating your store’s workflows. The app will automatically run your tasks – without any input.

Why Automatic Push Notifications?

PushOwl has recently integrated with Shopify Flow in order to power your marketing workflows. This integration gives you more control over the type of push notifications your customers receive. Push notifications can be set up to trigger at any point in the customer journey, from shopping, cart abandonment, purchase, product delivery, and even refund.

Automated push notifications can improve a customer’s shopping experience at your store. Push notifications are quick updates that keep customers informed but not intrusive.

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The integration between Shopify Flow & PushOwl gives you two actions

Send Push Notification

When the workflow is activated and all conditions have been met, this action sends a push notification. Based on the subscriber’s activity, this notification is customized to each subscriber.

You can create a workflow that sends a push notification to people who have placed orders from your store four times.

Send Push Campaign

This action sends out a push campaign to your subscribers based upon the trigger and conditions within the workflow.

Please note: Your workflow won’t run if the ‘Send Push Notification’ action is used for triggers that are based upon inventory or product changes.

You can create a workflow that sends a push notification to all your subscribers whenever you add a product labeled ‘limited’.

Order Placing Update Notification

Some updates you send to customers will only take a few lines. Isn’t it better to send short notifications directly to customers than to spam their inboxes? We were also convinced. This is why PushOwl and Shopify Flow have a great integration. It allows you to send order updates.

Notification of Order Delivered

A push notification is a better option than an email for quick updates. Notification to customers that their order was delivered.

Notification Refund of Order

Customers want to know about refunds as soon as they are received. We recommend that shops set up Shopify Flow workflows to give customers instant updates on their refund. Push notifications are small and easily visible on the customer’s screen so they won’t be too distracting.

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High Demand Products Announced

Do you want your customers to be informed about products that are in high demand or popular? You can set up an automated push campaign that will be sent out when inventory is updated with products that have specific tags. This trigger will allow you to promote your most popular products immediately.

Recommendations for Customers

You can easily reward repeat customers by creating an automated push notification that will be sent when they have purchased a certain number of items. Your loyal customers will appreciate the special discount code you send them. This will increase their loyalty to your store and encourage them to continue buying from you.