Shopify Flow is an e-commerce automation platform that enables different applications and services to integrate with Shopify Plus through automated workflows.
This integration will let you automate more tasks, through the events filters available in Shopify Flow or other integrated applications.
Before you start
- Currently, this integration is available for Shopify Plus stores only
- All Omnisend plan users can integrate with Shopify Flow app
Shopify Flow is a free app offered by Shopify in Shopify's app store here. Once it is installed, you can start building your workflows from scratch or by using one of the preset templates. Find more information about the workflow builder and templates in Shopify Help Center here.
Each of the applications integrated with Shopify Flow can trigger the event or execute an action. The full list of the integrated applications and functions they perform is listed here.
Omnisend supports two actions:
- Create or update the customer - creates a new customer or updates existing customer data in the customer's account on Omnisend.
- Track an event - pushes an event to your Omnisend account to trigger a workflow but doesn't update the information about the customer (except the email address or the phone number).
After selecting a trigger to the action tracked by Shopify or one of the integrated applications, you can add a connector to the Omnisend app. For integration to be available, you need to have Omnisend application or any third-party application you are trying to integrate it with, installed in your Shopify admin.
We will present the example of the flow triggering the workflow when order fulfillment status changes to ready for a pickup. Since we don't need to update the customer data, we select Track an event action that will pass the information to Omnisend when order fulfillment status is set to - ready for pickup.
Once you choose this action, you'll need to provide the following details:
- Customer email address (optional) - can be used for automatic Email message delivery.
- Customer phone number (optional) - can be used for the automatic SMS message delivery.
Note, either an email address or phone number should be specified for the even to be triggered at all.
- Customer first name (optional) - can be added to the message content or the subject line.
- Customer last name (optional) - can be added to the message content or the subject line.
- Event ID - should be generated by navigating to My Account (click on the icon at the top right corner of the screen) -> Store Settings -> Integrations & API -> Custom event -> CREATE EVENT. Find more information about Custom events here.
- Event custom fields (optional) - can be used to pass additional information about the order, that can be added to the content of the message delivered with Omnisend.
After creating Custom Event in your account, you can create some custom properties accepting the values passed by Shopify Flow. For example, we can create two values one identified the status of the order and the second one, specifying the estimated time of delivery.
Then the default properties about the customer, as well as the custom properties we just created, should be mapped with the information passed from Shopify Flow. You can use the Add template variable option to see the list of the available properties.
Event custom fields option has the following syntax:
where ready_for_pickup and ready_for_pickup_time properties were created in Omnisend, and fulfillment.displayStatus and fulfillment.estimatedDeliveryAt picked from the list of the template variables in Shopify Flow.
After this workflow is enabled, we can set-up automatic workflow in Omnisend, triggered by the custom event.
Once the trigger is to Custom Event, the properties we have created can be added to the content or subject line of the message.
It is also important to mention that automation will be triggered despite the customer's status for each of the channels. If you want to check their subscription status, you can add a rule in Shopify Flow or by using Filters in Automation.
How it works
Interesting, isn't it? Now, let's try to look through some of the benefits this integration may provide.
Before we move to Omnisend, we'd like to mention a few examples of the use-cases provided by Shopify:
- Flagging and canceling high-risk orders before capturing the payment
- Tagging high-value customers
- Managing your Loyalty program and promotions
- Tagging orders based on payment options
Getting data from third party application
Omnisend already has native integration with some of the applications available in Shopify Flow, such as LoyaltyLion, Swell Rewards, Yotpo, and more. But you can also use it for the integration with some other applications, not having native integration with Omnisend yet.
Triggering custom events
With this integration, you can trigger the workflow for the events or statuses that cannot be tracked with the default templates and send a notification with the relevant information.
After creating a custom event in your account settings, you can use this event as a trigger for your automation workflow and provide the relevant data in the email message content.
Updating your customer' profiles
You can dynamically push the information from Shopify or other applications to update the default information about your customers or add custom properties. Later this information can be used for Segmenting or Segment based automation workflows. Find more information here.