Using Shopify Flow to automate your eCommerce store

Using Shopify Flow to automate your eCommerce store

Author: Katherine Owen — Read time: 4 mins

2019 is officially the year for eCommerce automation. It’s all about working smarter, not harder, and focusing your time on what you do best - delivering first-rate customer service and growing your business.

But where do you start? Which functions can be automated? Which apps should you be using?

It can all be a bit overwhelming, but Shopify Flow is a great place to start.

If you have a Shopify Plus store, you may already be familiar with it. If not, here’s everything you need to know….

What’s Shopify Flow?

It’s an automation tool that helps you to easily automate tasks and processes within your Shopify Plus store and across your apps. It’s been around for a while, but Shopify has just opened it up to allow other apps (with what they call built-in ‘connectors’) to be used in workflows.

This is really exciting news, as it allows for a whole host of useful actions to be automated to make running your eCommerce store much easier!

How does it work?

In order for Shopify Flow to work, you must establish a set of triggers, conditions and actions to create workflows.

Triggers are events that run in your store to start a workflow.

Conditions need to be met for a workflow to run.

Actions are tasks that make changes to your store and end a workflow.

Need help deciding what to automate?

Shopify Flow has a series of pre-made templates to choose from, made up of triggers, conditions and actions. You can edit them to suit your business and within a few clicks, you can automate time-consuming tasks.

An example workflow could be:

  1. Trigger: A new order is placed.
  2. Condition: Orders which Shopify have identified as high-risk (e.g. multiple payment attempts with different credit cards).
  3. Action: Send a Slack message to the customer service team, alerting them to the order. The customer service team can then scope out this buyer to see whether or not they’re fraudulent, and make a decision on whether or not to capture payment.

This workflow would ensure that payment would automatically be captured for orders with a low fraud score, but allow the customer service team to filter out any potentially fraudulent buyers.

Once you’re familiar with Shopify Flow, you can even create your own custom workflows to suit your specific needs, such as adding loyalty tags to orders over a certain amount or tagging customers who’ve refunded items over £100. Here are some more great examples.

Which apps does it work with?

Shopify Flow works with apps you may already use every day such as Nosto, Loyalty Lion and Gorgias, that all have built-in connectors to allow you to start and end a workflow.

You can see a full list of apps that work with Shopify Flow here.

As Shopify Flow has now been opened up to these apps, you can create some pretty nifty workflows. For example, you could create a ticket in Gorgias if you receive a negative review in Yotpo. Or you could text a discount code with SMSBump once a customer has placed two orders. You can even personalise your store for customers who’ve left a review.

If you can think of it, and there’s an app for it, it’s likely you can do it with Shopify Flow.

Want to understand more about how Shopify Flow can improve your eCommerce business? Get in touch!

Want to automate more? Check out these top apps for onsite automation and personalisation.