Let's be honest, running a successful Ecommerce business is a full-time job. Even the most seasoned business owner/entrepreneur will encounter the need to live-chat with customers, add new products to their store, refund a customer, merchandise their products, update collections, or beta testing their next big idea all in a single day's work.
The efficient completion of these tasks is required to keep your business functioning and require attention day after day, week after week. Now, you could of course hire additional employees to alleviate the burden of this monotonous task completion and enhance your efficiency or your could turn on some automation. That's where Shopify Flow steps in.
Shopify Flow is an extremely robust backend tool for store owners. This visual tool requires no coding knowledge, making it perfect for Shopify store owners and developers who want to quickly and easily automate their stores.
Getting started with Shopify Flow is easy and a lot like using IFTT or Zapier. To get started take a look at your day to day checklists and try to identify any repetitive tasks you would like to eliminate (the more time spent on repetitive tasks = less time running/building your business effectively). Write those all down somewhere and save it. Once you've got a list of a few items let's try and automate them. Is your biggest headache managing inventory? There's a workflow for that. Or maybe it's making sure that expedited orders get out first? There's a workflow for that too.
1) Select a trigger for this example we will use when order risk is analyzed.
2) Next select a condition (a time when this should be run). For this particular example choose if 'Order Risk Level' is equal to 'High'. This way we are only targeting high risk orders and not every order.
3) Select 'Send Email' as your 'Action' when the condition is true
4) Update the email template for whatever you think you or your customer service agent will need to successfully vet the transaction. i.e. (Phone number, Customer Name, Shipping/Billing Address)
5) Now let's build for if the condition not being true. So if 'order risk' is not 'High':
6) Then we select the action we want. For us we want to 'Capture the Payment' if it's not high risk as we've found 99% of all orders that aren't marked as high risk go through without a hitch. So we automate the process.
7) The final step is saving your workflow and enabling it. Once you enable the flow your automation starts automatically! You can disable it at any time and edit it to your liking! Congratulations on creating your first Shopify Workflow.
Want this workflow for your store you can download it here:
After downloading, follow these instructions to import a workflow and then visit Shopify Flow in your admin to import.
When a new order comes through and the client pays for expedited shipping (Overnight Shipping or Two Day Shipping) for example. The system sends an automated email to your logistics/shipping department to alert them of the expedited shipping. We created this workflow to make sure that these orders get priority while shipping. This is especially helpful during high volume selling times of year (Black Friday/Holiday Sales).
After downloading, follow these instructions to import a workflow and then visit Shopify Flow in your admin to import.
Credit:
Name: Yours Truly Mark Perini
Email: mark@iceesocial.com
Website: https://iceesocial.com/
If product variant 'color' is added to store then add a corresponding tag to the product to make your product line more searchable and easier to add to smart collections
After downloading, follow these instructions to import a workflow and then visit Shopify Flow in your admin to import.
Credit:
Name: Ross Beyeler
Email: ross@growthspark.com
Website: https://growthspark.com
When a product is low in stock, automatically receive a notification, send a reorder email to your vendor, and add a tag so it can be surfaced on your store to create urgency for the customer. This workflow only executes when the product is a certain vendor and the product includes a “reorder” tag, but both can easily be removed if not needed.
To include urgency messaging on your product pages when an item is low stock, use the code below to reference the "low stock" tag this workflow adds to a product.
{% if product.tags contains "low stock" %} Hurry! Only left in stock {% endif %}
After downloading, follow these instructions to import a workflow and then visit Shopify Flow in your admin to import.
Credit:
Name: Shopify Flow Team
Easily implement loyalty and retention initiatives by segmenting customers with customer tags based on their lifetime spend. In the same workflow, also reward your top customers by notifying your customer service team when customers have passed spend thresholds so they can send a personal thank you gift.
After downloading, follow these instructions to import a workflow and then visit Shopify Flow in your admin to import.
Credit:
Name: Shopify Flow Team
Want even more workflows?
