If you’re using the Shopify Plus plan and searching for a way to automate your store’s tedious processes, Shopify Flow is for you.

Surely you want your business to be straightforward, but after a while, the monotony of the job takes its toll. The next question is: how do you save time on your Shopify store by executing these tedious, repetitive tasks? 

You have hundreds of responsibilities as a store owner. Every item on your list will be your job, from significant chores like making critical business choices and organizing marketing campaigns to manual tasks like labeling consumers based on their order price or sending update memos to your team.

However, not all tasks must consume your time. You may automate these operations rather than spending hours segmenting your consumers manually or updating your employees about new goods.

How?

Shopify Flow can take care of it.

The solution is to engage an assistant to help you with these repetitive activities, giving you more time to focus on your company’s growth. The app will automatically conduct all of your chores with no additional input.

What Is Shopify Flow?

Shopify Flow, an exclusive app for Shopify Plus users, has merchants enthused with its robust automation capabilities. It allows merchants to easily automate selling processes from the backend, resulting in increased efficiency and the ability to focus on other responsibilities.

Its operation is straightforward, even for beginners without coding or development experience. Furthermore, it is presented through an easy and user-friendly interface, making it simple to develop automated procedures.

Ideally, businesses can construct customized workflows in a few clicks using the three-step visual builder, which uses trigger, condition, and action logic.

The automated workflows can be customized within your browser by a Shopify Expert, or you can pick from pre-designed templates.

How Does Shopify Flow Work?

The first thing to remember while using Shopify Flow is that you must be on the Shopify Plus Plan. You can effortlessly automate any task from a starting fee of $2000/month on Shopify Plus. You may save even more money using Shopify Flow.

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If you still wonder whether Shopify Plus is worth the high cost. Shopify Plus benefits will tell you everything!

Like other Shopify apps, Shopify Flow can be downloaded from the app store and installed on your dashboard. You should be able to find Shopify Plus on the dashboard of your Shopify Plus store after it has been integrated.

Shopify Flow will help you to save a lot of time. The dashboard offers a simple UI with only a few buttons. Your firm may find all of the flows you’ll need to start automating in the templates section of your dashboard.

Setting up each template will take a few minutes, and you will never have to bother about those responsibilities again.

Tracking email campaign 

Shopify Flow’s ability to tag clients is one of its most striking features. This feature is essential for various reasons, but it’s precious for tracking purchases made via email.  Especially, as a store owner, you can identify customers depending on how much money they spend, allowing for future marketing opportunities.

Flow also interfaces with many email marketing solutions because it uses UTM codes as properties.

By the tagging system, you may use a campaign to follow consumers who have placed substantial orders with your company and keep them for future deals.

To begin, you have to generate a trigger. When you click a button, The app will suggest a list of potential triggers on the right. We’ll use the trigger “order created” in this example.

Next step, you have to generate a rule for each trigger. Shopify Flow offers you so much freedom, so this is where you can have some fun. This example requires a handful of conditions. “Order customer orders count- larger than/ equal to – 5” is one of the options.

As an action, you’ll then “add order tag.” On the right, a tag box will open, where you can enter the tag’s name.

We’ll tag them as “high volume customer” or any other information depending on your decision.

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(Source: MEM Creative)

Finally, choose to perform another action, “send an HTTP request,” which will transfer the customer’s data to an external source (in this hypothetical case, an email marketing platform).

Ideally, you can utilize this information to give discounts and offers to clients who responded positively to your email campaign.

Creating urgency for low-inventory items

Consumers are generally motivated to act by a sense of urgency or importance. Words, after all, have power.

You can readily track inventory adjustments with Shopify Flow. Not only that, but when a product’s supply is running low, you can immediately add the low-inventory items to a “Last Chance” collection (or whatever name your heart desires).

You can also mark it as “low in stock” to alert customers that they only have a limited time to act.

So how?

  • Step 1: Choose “inventory quantity changed” as your trigger.
  • Step 2: Create a condition, for example, “total product inventory – less than – 5,” and save it (quantity will vary to what you consider low in stock). Then, you’ll add the action “add product to collections” from here.
  • Step 3: Now, choose the Last Chance collection you wish the item to be added. You can also tag it as “low-in-stock” because you can add multiple actions and utilize that tag to appear on the shop’s front end.

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(Source: Shopify)

Shopify also allows you to filter by tags, making it simple for your staff to see which products are running low.

Checking and acting on fraudulent orders

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Detecting fraudulent orders will always be a priority for any e-commerce site, as it is one of the relatively painful elements of the business.

While Shopify alerts store owners to potentially fraudulent orders, Shopify Flow allows them to set tasks connected to them.

For example, the app’s integration lets you know if a possible fraudulent order has been spotted in seconds. It can notify your sales team that an order is high-risk, allowing them to analyze it before accepting payment – how convenient is that?

Here’s how to build up your procedure to spot potentially fraudulent orders.

Firstly, select the trigger value. In the example image above, “order created” will be a trigger.

The next step is to establish a condition. As said above, you can freely add rules and conditions depending on your demand and customer behavior. Hence, with this example, we want to set the condition to “country – equal to – order shipping country” and “amount – greater than/ equal to – 10000”.

Lastly, it would be helpful if you do some action. You’ll want to email your fraud team to inform them that a high-risk order has been spotted.

In addition, Shopify Flow allows you to analyze orders that aren’t rated “high risk” but are nonetheless on your radar as a merchant.

If an order’s billing address differs from the shipping address, you might consider it a potential liability. You can use Shopify Flow to notify your customer support team that the order needs to be reviewed before the money is taken.

Why Should You Use Shopify Flow?

Shopify Flow aims to make it easier for you, the business owner, to focus on providing quality to your customers rather than wasting time on mundane duties.

Merchants can automate almost any business procedure.

Specifically, we have listed the benefits for eCommerce organizations here.

Create a trigger 

One of the most typical flows among Shopify businesses is to cancel and refill high-risk orders, which is advised for novice merchants.

This flow automatically cancels high-risk orders, restocks products, and sends a cancellation email to the customer. You won’t require any third-party software, but they’ll appear at the bottom if you do.

Start by selecting “Create a workflow from a template,” which will take you to a new page where you may change the process’s details, add tags, enable/disable it, and update it. Make careful to update it to include more conditions.

If this, then that logic is used by Shopify Flow. This is why a trigger is necessary. The Shopify Flow workflow, as defined in the user interface, begins when a trigger is detected. There are nine default triggers out of the box. However, this number will grow if you leverage third-party apps.

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Easily manage business

One of Shopify Flow’s most apparent advantages is that it saves time for organizations by automating tedious, repetitive operations. You’ll surely be a merchant’s knight in shining armor if you can assist them in reclaiming hours—or days—of productive working time.

The following are some of the most popular Shopify Flow applications:    

Stock control

  • Place tags on low items or out of stock.
  • For the time being, remove out-of-stock items from your store.
  • Set up an internal email to be sent out when the stock falls below a specified threshold.

Promotion campaigns

  • Keep track of how efficient promo codes are.
  • Set up internal notice emails to send when consumers place large orders.
  • Connect with third-party reward apps to add more functionality.

Customers

  • Customers can be identified based on their purchasing habits, postal code, email address, order history, IP address, and other criteria.
  • Those who have received substantial refunds should be followed up.
  • You can categorize customers into tiers based on their lifetime spending.

Orders

  • Send an email to all employees when an order is placed, or a refund is issued.
  • When orders are exceptionally high, you’ll get an alert.
  • Offer tag systems for orders using gift cards.

Products

  • Automatically add new products to collections based on keywords in the product description.

As a result, processes frequently result in internal email alerts to workers. These emails contain Liquid variables and may be fully customized using the Shopify Flow user interface. It allows for sophisticated information, such as the customer’s name, email address, order number, order rate, and so on, to be included in emails.

Although setting up these workflows is simple, a large company has a lot of jobs and processes that need to be automated.

That is why you require the services of a professional such as BSS Commerce third-party integration services. BSS staff will work with you to integrate automated systems that work for your business as a certified Shopify Plus partner. We’ll also suggest some great apps for making automation more efficient.

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>>> Contact BSS Commerce now for a project now!

Able to set up multiple conditions and actions

Your store can manually manage duties and processes with a small staff and order volume. However, as things get busier, those once-simple duties pile up.

For example, suppose a merchant wishes to apply a tag to consumers who have done multiple orders because they intend to provide a discount code. This chore isn’t tricky if you get a hundred or so weekly orders. However, this is no longer an easy task when order volume reaches hundreds or thousands.

You can use multiple conditional statements to be very particular about what you want automated, as we said previously. With various rules comes a plethora of intended outcomes.

Eliminate human error

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Several behind-the-scenes procedures and touchpoints for every online transaction a customer makes must be completed before it reaches the customer’s doorstep. It’s also unavoidable that, no matter how meticulous we are, any task accomplished by hand carries the danger of human error.

Let’s examine an example of inventory and merchandising to demonstrate this notion. A merchant with hundreds of products in their inventory is seeing a spike in order volume. They manually check inventory levels. Specifically, looking for when product stock drops below a certain threshold, temporarily hiding products when they’re out of stock, and reopening product sites when stock is refilled.

Is it too much for staff to keep up to date? That’s a lot of data to keep track of manually. It’d be straightforward (and understandable) for someone to leave a product page concealed for longer than necessary or for an item to run out of stock before reordering a fresh supply.

Instead of leaving little but crucial tasks to chance, use Flow to show your clients how to avoid mistakes like these. You can complete tasks, such as temporarily concealing pages when a product runs out of stock, in real-time without anyone lifting a finger. Most significantly, merchants may rest assured of doing other ordinary activities.

Final Thoughts

Although the Shopify Plus plan is a monthly commitment of at least $2000, it is worth it. Specifically, Shopify Flow is to engage an assistant to help you with these repetitive activities, giving you more time to focus on your company’s growth. 

To be honest, far too many entrepreneurs and their teams waste far too much time dealing with problems you could solve more quickly and effectively through automation. Why put up the effort when you don’t have to?

With Shopify Flow, you track reviews and take action in response to specific unfavorable reviews. You can organize and segment customers depending on critical metrics like client lifetime value or current spending. You can also use Shopify for inventory management, effective marketing, customer loyalty and retention actions, and the ability to provide discounts and promotions on specific orders.

Automation, when utilized correctly, can help you increase sales and customer loyalty. Furthermore, you will better understand your consumer, making marketing activities to new customers more effortless.