Examples of workflows
The Shopify Flowtemplate libraryprovides over 150 templates that help show how to use Flow. The following are some example templates to help you get started.
On this page
Customers
Customer workflows can help you to add tags to your customers when the customer is created, when they create an order, or when you cancel their order. You can tag customers based on their characteristics, such as their postal code, email address, and their order history.
Template examples:
- Tag customers eligible for educational discount based on email address
- Organize customers by lifetime spend tiers
- Email a customer when a wishlist item is on sale
- Send handwritten note after customer places second order
Fulfillment
Fulfillment workflows can help you to manage your order fulfillments based on location or on the details of an order. For example, you can use Flow to hold fulfillment based on an order's level of risk, prepare draft shipping labels, or receive notifications of large order quantities.
Template examples:
- Prepare draft shipping labels for orders fulfilling from the United States
- Request or hold fulfillments based on selected criteria
- Get notified about irregularly large order quantities
Inventory and merch
Inventory and merchandising workflows can help you to manage your inventory and control how your products appear to your customers. For example, you can use workflows collections to create a collection of low-stock products, standardize your product tags, or receive notifications when a product variant is out of stock.
Inventory and merchandising workflows use the following conditions and actions:
- theInventory quantity changedtrigger, which tracks inventory changes
- theProduct variant inventory quantityandProduct variant inventory quantity priorconditions, which ensures that the workflow only runs the first time your conditions are met
When you create this type of workflow, the condition needs to check both the amounts before and after the inventory changes. For example, to be notified when a variant's inventory is less than 5, setProduct variant inventory quantityto 5 and setProduct variant inventory quantity priorto less than 5. There are 7 T-shirts in your store and Jose orders 2 T-shirts. The inventory is now 5, so a reorder email is sent. Later, Karim orders 1 T-shirt. The inventory is now 4, but no reorder email is sent. If you check only the current inventory amount, then your reorder email is sent each time the product is ordered until the product is restocked.
Template examples:
- 得到通知时n product inventory is low
- Hide and republish products based on inventory level
- Merchandise low stock products and hide when out of stock
- 得到通知时n demand increases for out-of-stock products
Loyalty
Loyalty workflows can help you to track discount codes and to reward your customers for their support. Many loyalty apps have Flow connectors that you can use to reward your customers based on their spending and activity in your store. For example, you can give a customer loyalty points for ordering a specific product, creating a positive review, or add birthday tags to customers.
Template examples:
- Get notified about large discounts on new orders
- 得到通知时n specific discount code is used
- Reward loyalty points and tag customers who add a tip
Orders
Orders workflows can help you to tag an order, notify your staff when you recieve orders that require special attention, or send details to an app. In your workflow, you can create conditions based on the characteristics of the order or of the customer who made the order.
Template examples:
- Email logistics team when orders need to be expedited
- Get notified about irregularly large order quantities
- Tag orders paid with gift card
If you automatically fulfill your orders, then you can also have Flow archive those orders.
Risk
Risk workflows can help you to manage high-risk orders. For example, you can use Flow to notify you when you receive a high-risk order. In your workflow, use theOrder risk analyzedtrigger to check the risk level of an order. This trigger uses the results from theShopify Risk Analysis. Risk results from third-party apps are not used.
When you receive a high-risk order, you can choose to have Flow do the following tasks:
- Tag the order so that it can be processed later and notify your staff or to send the order details to an app.
- Prevent the payment from being processed if your store is set up to capture payments manually.
- Cancel the order if the order is set up to be fulfilled manually.
If your store is set up tomanually capture payments, then you can use Flow to prevent capturing the payment for high-risk orders. Create a workflow that checks the order's risk level and only capture payment when the risk is low or medium. In your workflow, use theCapture paymentaction to capture the payment.
If your storeautomatically captures payments和手动ly fulfills orders, then you can use Flow to cancel the order. You can't prevent the payment from being captured in this case. In your workflow, use theCancel orderaction to cancel the order.
You can also cancel orders based on other criteria, such as the email or IP address of the customer.
To track of orders that Flow cancels, you can add actions that do the following:
- Tag the cancelled orders.
- Send a message or log the issue to an app, such as Google Sheets or Trello.
Template examples:
Collabs
Drive more affiliate sales with less effort. Use theShopify Collabsapp to automate repetitive affiliate program tasks with ready-made Shopify Flow templates.
Template examples: