Use Shopify Flow with Engagement Cloud

Learn to use Shopify Flow with your Engagement Cloud account.

Overview

Shopify Flow is the ecommerce automation tool from Shopify that lets you easily automate and offload manual tasks and business processes. You can use Shopify Flow with your Engagement Cloud account.

The Shopify Flow app is available from the Shopify app store

Before you start

Shopify Flow is only available to Shopify Plus customers.

Using Engagement Cloud with Shopify Flow

Shopify Flow lets you extend Shopify's native automation functionalities with actions and triggers that are added by your favourite apps.

You don't need to set up any additional connectors. If one of your Shopify app's offers any flow triggers or actions, they simply appear in your Flow interface and you can make use of them.

Engagement Cloud offers three actions currently:

Set up the Add to marketing program action

Before you start, you must have an existing active program with no enrolment schedule. If the program is deactivated or in a draft state, the action fails and is retried by Shopify at increasing intervals for up to three days.

To configure the action:

  1. In Shopify Flow, select the action Engagement Cloud > Add to marketing program
  2. In the first field, select Add template variable and then select Customer email address
  3. In the Program ID box, enter the relevant program ID.
    To find the ID, open the program in Engagement Cloud's program builder and look for the ID in the URL (e.g. .../Edit?id=xxxxxxx...)
  4. Select Save, and then turn on the toggle to activate the workflow. Your workflow becomes active and starts automating from this point.
    To deactivate the workflow, turn off the toggle switch.

shopify_flow.png

 

Anytime the workflow runs, it creates a new program enrolment in Engagement Cloud.

If the contact doesn't already exist in Engagement Cloud, they are created and then enrolled.

Pending contacts

If the Engagement Cloud account's regulatory settings are set to 'Enforce double opt-in for all signups, including bulk uploads', and the contact is pending at the point of enrolment, the enrolment will fail and won't be retried.

 

Set up the Create or update contact action

To configure the action, follow these steps:

  1. In Shopify Flow, select the action Engagement Cloud > Create or update contact
  2. In the Customer email box, enter {{ customer.email }} or {{ order.email }}

    Adding an address book and/or contact data fields is optional.

    To find an address book ID,  open the address book in Engagement Cloud and you'll find the ID in the URL (e.g. .../ListContacts.aspx?i=xxxxxxxx...). You can only add one address book per action.

    You can add contact data fields as a list, with the contact data field's name followed by the value. For example:

    FLOW_CUSTOMER:Yes
    LAST_COUPON:{{ order.discountCode }}

    For Boolean data types, provide 'Yes' or 'No'. For text data types, use either static text or use a Flow Liquid variable such as {{ order.discount.Code }}. For date data types, it supports the DD/MM/YYYY HH:MM format (e.g. 09/01/2018 7:11 pm).

    shopify_flow_create_or_update_contact.png
  3. Check 'Resubscribe if previously unsubscribed' if you wish to send a resubscribe email to added contacts who were previously unsubscribed

    shopify_flow_create_or_update_contact_resub.png
  4. Check 'Verify your contact with double opt-in' if you wish to send a double opt-in confirmation email to new contacts (this will always get sent regardless of your regulatory settings)

    shopify_flow_create_or_update_contact_double_opt_in.png
  5. Select Save, and then turn on the toggle to activate the workflow. Your workflow will become active and begin automating from this point.
    To deactivate the workflow, turn off the toggle switch.

    Anytime the workflow runs, it creates or updates a new contact in Engagement Cloud.

Set up the Send transactional email action

To configure the action, follow these steps:

  1. In Shopify Flow, select the action Engagement Cloud > Send transactional email
  2. In the 'Customer email address' field, click Add template variable and add {{ customer.email }} or {{ order.email }} 

    shopify_flow_send_trans_email_email_address.png
  3. In the 'Triggered campaign ID' field, you need to add the relevant triggered campaign's ID. To find the ID, open up the triggered campaign in Engagement Cloud and you'll find it in the URL (e.g. .../CampaignDeatils.aspx?id=xxxxxxx). Please note - the campaign needs to be a triggered campaign so it can be modified on the go.

    shopify_flow_send_trans_email_trig_campaign.png
  4. Adding personalisation to your transactional email is optional. To do so, add them in key-value pair format into the 'Personalisation Values' field - for example, FIRSTNAME:{{ order.customer.firstName }} (you click on Add template variable to select them). Separate personalisation values by going to a new line.

    shopify_flow_send_trans_email_personalisation_values.png
  5. Select Save, and then turn on the toggle to activate the workflow. Your workflow will become active and begin automating from this point.
    To deactivate the workflow, turn off the toggle switch.

Support for transactional email templates

Read more to understand what's supported and what's not supported when creating and using an Engagement Cloud transactional email template.

Anytime the workflow runs, it sends transactional email as configured.

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