Can I use Flow to send out payment reminders to customers with payment pending?

adrianomano
Visitor
3 0 0

Hey, 

 

I want to build a flow to send out payment reminders to customers for unpaid orders. 

I came as far as to the point of finding the right trigger. However with the action I am stuck.  I can only find the option to send internal mails to staff, not to customers. resending the order confirmation with 1-2 additional sentences would be great.  

 

thank you

 

Replies 11 (11)

AvadaCommerce
Shopify Partner
3879 839 968

Hi @adrianomano,

 

You can send email automation for abandoned checkout or abandoned carts easily by our Email marketing Avada App quickly.

 

If you want to send it by Shopify, you can check the guide below : 

The Shopify admin keeps the abandoned checkouts for 90 days. Every Monday, if abandoned checkouts last more than three months, your admin will automatically eliminate them.

Step 1: Go to Orders
From your Shopify admin, go to Orders.

AvadaCommerce_0-1660364008278.jpeg

Step 2: Click Abandoned checkouts
Next, click Abandoned checkouts.

AvadaCommerce_1-1660364023496.jpeg

Follow the steps below to email a customer a link to their abandoned checkout automatically:

In your Shopify admin, go to the Settings section, then click Checkout.

AvadaCommerce_2-1660364110667.jpeg

Review Automatically send abandoned checkout emails from the Abandoned checkouts area.

Below Send to, select the customers to whom you want to send a checkout recovery email. They could be anyone or email subscribers who give up a checkout.

 

AvadaCommerce_4-1660364170624.jpeg

 

Below Send after, pick the number of hours that Shopify should wait before delivering the abandoned checkout email:

AvadaCommerce_5-1660364177424.jpeg

Tap on Save

 

I hope it helps you!

banned

adrianomano
Visitor
3 0 0

HI AvadaCommerce, 

 

thanks for you reply. 

Sorry for the confusion. But I am not talking about abandoned carts. But about people who bought using payment method "Bank-Transfer" and then remain unpaid orders. 

 

thank you,


Adrian 

DaveMcV
Shopify Staff
88 28 25

Hi Adrianomano,

 

Currently, Flow can only send emails to internal/specific email addresses and not to Customers. However, the Flow and Payment Reminders team are working on how to better support payment reminder notifications through Flow, so check back for updates in a little while.

 

Hope that helps! 

DaveMcV | Flow Development Manager @ Shopify
- Finding Flow useful? Leave us a review
- Need Flow help? Check out our help docs.
- Building for Flow? Check out Flow's dev docs.
vanillamt
Tourist
5 0 3

"In a little while"...  a year later and still no sign of this implementation in Shopify Flow.

 

paul_n
Shopify Staff
1054 136 249

See below. The ability to send payment reminders through Flow was added quite awhile ago. Flow is not implementing a generic system to email customers outside of partners and Shopify Email, or specific actions to send a certain type of email (like Payment Reminders)

Paul_N | Flow Product Manager @ Shopify
- Finding Flow useful? Leave us a review
- Need Flow help? Check out our help docs.
- Building for Flow? Check out Flow's dev docs.
KSabra
Tourist
4 0 2

I am hoping you will add the ability to specify an accounts payable email field in the customer data so we can send payment reminders directly to accounts payable rather than the buyer. I can't stress how important this is. 

 

Nearly always, invoices need to go to both the buyer and the accounts payable emails. 

RaphaelStolz
Shopify Partner
43 0 11

Hey @adrianomano,

 

 

If you want to save time and especially not lose track of your unpaid orders, I would recommend our app Kindly the Payment Reminder. Among other things, it offers you a clear dashboard with all your pending orders, a report about the success of your payment reminders, and a variety of options to schedule payment reminders.

 

Our customers are very happy with us. But it's best you try it out yourself - after all, there's a free plan and a 15-day free trial for a reason. On top of that, I guarantee you to refund your money if you are not satisfied with Kindly's service. Also, feel free to get in touch via our live help chat, we are always standing by to answer your questions in detail.

 

I hope I could be of help to you!

Have a wonderful day,

Raphael

Kindly - Payment Reminder
Send reminders to recover unpaid orders and maximize your revenue.

elise4
Tourist
23 0 1

Hello

I have the same request.

Did you find a solution ?

THanks

Elise

paul_n
Shopify Staff
1054 136 249

The payment reminders solution is now live through Settings / Notifications / Payment Reminders

Paul_N | Flow Product Manager @ Shopify
- Finding Flow useful? Leave us a review
- Need Flow help? Check out our help docs.
- Building for Flow? Check out Flow's dev docs.
elise4
Tourist
23 0 1

Dear Paul

I tried this but it doesn't work....

Automatically email customers on or after the due date for unpaid orders.

What is the due date for a bank transfer?
I don't know how to set it up...
I tried without due date but the email was never send...
Best regards
Elise
kristinh1
Shopify Staff
1 0 0

Hi Elise,

You can add a due date on the order by adding payment terms to the order.

 

If the order already exists, click "edit" in the red box below and select the due date (you can also select a fixed date)

Screenshot 2023-03-09 at 12.30.54 PM.png

Screenshot 2023-03-09 at 12.31.17 PM.png

 

If you are creating the order from draft orders, you can click "payment due later" and add payment terms to the order directly.

Screenshot 2023-03-09 at 12.31.17 PM.png

To learn more visit the Shopify Help Center or the Community Blog.