Order Confirmation Email

[sunlighten-us]

I would like to use a workflow to decide which orders should get the order confirmation email. However, I have a few questions.

1. Can I recreate the order confirmation email in Shopify so that I can select it on my workflow based on my criteria? I started to attempt this but I don't see where I can use personalization to automatically have it bring in the order number or products they purchased. How can I create an email like this?

2. if the email is created in the "campaign" section does that mean if the user is unsubscribed from emails they won't get their confirmation email?

Here is the full scope of my project. We're using a 3rd party app to auto sync over, realtime, our Salesforces order. However, the communication with the SF order is done and sent through SF without sales team. These orders I don't want Shopify to send another order confirmation email. I've these orders coming over being tagged.

I tried to create a workflow that would archive these orders tagged "SME" so the order confirmation wouldn't send. But that action happens before looking at my workflows.

Any ideas on how to accomplish not sending or controlling who gets order confirmation emails would be very helpful.

[Promer-Alena · Accepted solution]

Hello @sunlighten-us 

You have a few solid options to control Shopify’s order confirmation emails based on your criteria:

1. Use Shopify flow (if on Shopify Plus) – You can create a workflow that cancels the order confirmation email for orders with the “SME” tag by setting an action to delay the email until the order is checked. However, Shopify’s default emails are automated, so direct suppression isn’t built-in.
2. Disable order confirmation & send a custom email – Go to Settings > Notifications > Order Confirmation and turn off Shopify’s built-in emails. Then, create a custom order confirmation in Shopify Email Automations (not Campaigns, since unsubscribed users wouldn’t get it). Use dynamic variables like {{ order.name }} and {{ line_items }} to personalize the email.
3. Use a third-party 3mail app – Apps like Klaviyo or Omnisend allow you to create conditional workflows where only certain customers (non-SME orders) receive a confirmation.

[sunlighten-us]

I have some follow-up questions. We are a Shopify Plus subscriber.

For option 2 listed:
When I go to Automations, it doesn't give me an option to create an email.

I've gone through the Workflows and created most of what I need, but then I have to select an email and I don't see an Automation option or one that would ignore the unsubscribe rules.

What am I doing wrong or don't have access too?

For option 1, I tried doing that. We created a flow that would look for an order tagged with "SME" then I set the system to Archive the order so it wouldn't send the default confirmation. However, the system would process and send the default confirmation before looking at the flow.

Are you saying I can delay the default order confirmation email from sending within flows? If so, what are the variables I need to look for? I can't find anything that allows me to delay the default email until the order is checked.