How to setup Shopify Flow on Shopify Plus
For Shopify Plus stores. Shopify Flow allows you to take back control of your store and how it works. Think of Shopify Flow as the Swiss-Army knife of your store. Here is how it works.
What is Shopify Flow?
Shopify Flow is an app that can be installed in your Shopify Plus store.
Once installed you can setup a workflow and tailor it to your business needs.
Right out of the box you can do things like.
- Send an email when inventory gets low.
- Tag a customer when they buy certain items
- Trigger something in a 3rd party app you have installed.
- And much, much more...
How are Shopify Flow Workflows Triggered?
Shopify Flow uses Actions and Triggers combined with Conditions to allow you to control what happens and when on the go. Many of the existing Shopify apps you use right now are supported by Shopify Flow triggers.
What are some Shopify Flow Examples?
Here are some examples of how Shopify Plus eCommerce merchants are using flow to automated their workflow and mitigate mistakes.
Let's say for example we want a Workflow for when a customer places an order and has accepted marketing emails to then email us a custom message.
Installing Shopify Flow
We need to start by creating a work flow. If you have not already done so be sure Shopify Flow is installed on your store. If it's not installed it and come back to this guide.
Once Flow is installed you will see it under apps in your store.
You can also find it by simply searching for Flow in the search of the Shopify Admin. See below.
Click on Shopify Flow and on the next begin creating a workflow by clicking the
create workflow button shown below.
From here you can begin setting up your Flow Trigger. Shopify provides many useful default ones but you can also extend the triggers with Apps that support Shopify Flow.
There are lots of triggers available and you should spend some time getting to know them as they are very powerful. Here is a small list of some of them.
Let's choose the Shopify Trigger for Order Paid. This event will be fired when we capture the payment for any order.
Now we don't just want an email sent every time we get an order. We have some conditions that need to be met. We only want an email when a customer has accepted marketing. So we choose "Condition" and not action as our next step in the workflow.
Setting up the condition. From the trigger arrow click and select "Condition" shown above. This will pull up a search. Search for "notify customer" and choose the condition. You will be asked for the criteria to be True or False.
Select True.It should now look like this.
Now we need to give the condition an action for when it is True.
Click the plus icon next to the work "Then" this is when the condition is met.
In this case our customer has said yes to marketing at checkout.
From the search type "Email" and choose the action "Send Internal Email".
Once you select it, fill it out as you like, be sure to use a real email so you get the emails when they are sent.
If you have done everything right it should look something like this.
Last step is to turn on the workflow. Workflows by default or not active in Shopify Flow and require you turn them on. You can have several workflows active at one time but only one per trigger to keep things orderly.
Turning on a workflow
If you want to check on your workflows, you can pin the Shopify Flow app to the sidebar. This will give you a nice submenu to access your workflows and their run history to keep an eye on things.
Accessing Workflows from the sidebar
I hope this has helped anyone wanting to start using Shopify Flow for their Shopify Plus store. If you need help setting up a Shopify Flow Automation. Be sure to contact Kamari Labs today for a quote. We can even build custom tailored solutions for your Shopify Workflows.