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Shopify Flow - Integration Manual

Start Shopify Flow workflows from loyalty events such as tier changes and birthdays, and add points or change tiers as actions

Written by Jason Leader

Shopify Flow works with LoyaltyLion on Shopify, on our Classic plan and above. Whether you can use Flow, and which of its features, depends on your Shopify plan. To compare our plans, see our pricing page.


In this article:


Overview

Shopify Flow automates tasks in your Shopify store. LoyaltyLion adds its own triggers and actions to Flow, so a workflow can start from something that happens in your loyalty program, or end by adding points or changing a customer’s tier.


How Shopify Flow can help you

  • Set up automated workflows in minutes, with no code

  • Test different combinations of triggers and actions to see what works best

  • Send personalized messages based on what your customers do

In Flow’s visual workflow builder you can:

  • Start a workflow from a LoyaltyLion event

  • Set conditions that decide whether it runs

  • Finish with a LoyaltyLion action, or an action from another app


LoyaltyLion triggers and actions

Triggers

  • Customer moved up a tier

  • Customer moved down a tier

  • Customer birthday is in 7 days

  • Customer birthday is today

  • Customer has enough points for reward

  • Customer moved into ‘At Risk’ segment

  • Customer moved into ‘Win Back’ segment

  • Customer moved into ‘Loyal’ segment

The two birthday triggers run at 9am.

Actions

  • Add points. Adds approved points to a customer.

  • Change tier. Moves a customer into a tier, for a duration you set. The default is 12 months.


Workflow ideas

Some of these start from a LoyaltyLion trigger. Others start from one of Shopify’s own triggers or conditions, and are marked as such. Emails in these ideas go through your email platform, such as Klaviyo.

Turn guest shoppers into members

Tell customers who check out as guests that points are waiting if they create an account, and give extra points to those who do.

  • Trigger: an order from a guest customer (a Shopify trigger and condition)

  • Action: send an email saying points are waiting

Surprise customers on their birthday

Send a reward as their birthday arrives.

  • Trigger: Customer birthday is today

  • Action: send an email with a reward

Win back customers at risk

Give customers who are drifting away some points, and tell them. In LoyaltyLion you can then see how many at-risk customers buy again.

  • Trigger: Customer moved into ‘At Risk’ segment

  • Action: Add points, for example 500, and send an email

Reward orders above your average

Give extra points when a customer spends more than your average order value.

  • Trigger: an order over an amount you set (a Shopify trigger and condition)

  • Action: Add points, and send an email

Celebrate a tier upgrade

Give extra points and send a congratulations email when a customer moves up a tier.

  • Trigger: Customer moved up a tier

  • Action: Add points, and send an email

Reward returning customers

Give extra points when a customer reaches a number of orders, such as 5.

  • Trigger: an order, with a condition on the customer’s order count (a Shopify trigger and condition)

  • Action: Add points, and send an email

For more on building workflows, see Shopify’s Flow documentation.


FAQ

Why is my “Customer has enough points for reward” workflow not running?

First check the workflow is turned on and your email settings are working. Then check your rewards: this trigger runs when a customer earns points and can now afford a reward, and it looks at these rewards only:

  • Discount

  • Collection percentage discount and Collection fixed discount

  • Free shipping

  • Gift card

  • Custom rewards

It ignores Redeem points at checkout, Free product (seamless) and product rewards. So if you only offer those, the trigger never runs. When a customer can afford several rewards, the workflow receives the most expensive one.

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