The Best Way to Use Shopify Flow this Holiday Season

Shopify Flow is a powerful automation tool that allows Shopify Plus customers to create workflows that can help. Here are some of the ways we’re using Shopify Flow with our clients this holiday season:

Screen Shot 2017-10-14 at 5.07.31 PM.png

Each workflow has at least one trigger that kicks it into action. Triggers currently can be any of the following actions:

  • Customer created
  • Inventory quantity changed
  • Order created
  • Order fulfilled
  • Order paid
  • Order risk analyzed
  • Product added to store
  • Refund created

How to protect yourself from fraudulent orders using Shopify Flow

Fraud during the holidays is always something to be on the lookout for. Luckily, with Shopify Flow you can automatically run risk analysis on orders as they come through and receive alerts about potential risky orders.

Screen Shot 2017-10-15 at 5.35.45 PM.png

Surprise & delight your repeat customers with a personal note thanking them for their business using Shopify Flow

Who doesn’t like receiving a nice not every once in awhile? With Shopify Flow, you can setup a trigger that auto-tags customers who have made multiple purchases from your store. Using these tags, you can identify some of your top customers and include a nice personal thank you note or special gift.


Find out about specific products or orders that are being refunded using Shopify Flow

The holiday’s can be the busiest time of the year for most stores, but returns and refunds also tend to high. Using a Shopify Flow that can track high dollar refunds can be a great way to keep a pulse on problem products or unsatisfied customers.

Screen Shot 2017-10-15 at 4.53.09 PM.png

Leverage Klavyio or Mailchimp to create targeted email campaigns for specific customer segments using Shopify Flow.

One of our clients recently opened a new store in Chicago and wanted to create a transactional email that was sent to new customers that lived near the store. To make this possible, we created Shopify Flow that auto tagged customers that lived in Illinois.

Using that info, we then created a new transactional email in Mailchimp that sent a welcome email to the customers that matched the customer tag letting them know about the new Chicago store.

Screen Shot 2017-10-15 at 5.57.21 PM.png

Find out about products that are getting close to selling out using Shopify Flow

Missing out on sales because a product runs out of stock can kill your holiday sales. We know it can be hard to keep track of the inventory for all the products and variants in your store, which is why creating this Shopify Flow is perfect for the holidays.

You can set your lower inventory limit for when you want to be alerted about a specific product and then be automatically alerted through email or Slack.

Screen Shot 2017-10-15 at 4.54.16 PM.png

There is obviously so much more you can do with Flow, so we recommend installing and implementing workflows right away. If you're already a Shopify Plus merchant, reach out to your Merchant Success Manager for help getting started with Flow. If you're not currently using Shopify Plus, reach out to our team and we can talk through Flow and other benefits it offers merchants.