Create a Flow to Trigger an Email Send on Shopify Forms Successful Submit

[LB2022]

Hi - I have a landing page that includes a Shopify Forms form (https://apps.shopify.com/shopify-forms).

I've installed Flow and now want to set up a flow that sends an email to the email address inputted into the Shopify Forms form when the form submit is successful.

I'm looking at triggers and Shopify Forms doesn't show up as something I can choose as a trigger. It's not listed under "Shopify" or under available apps. 

Admitting I made an assumption that Shopify Flow and Shopify Forms would just simply work together out of the box. Shouldn't have done that..... 

But is there a way to create this straightforward flow?

Thanks for any help. 

[ReemShopify]

Form submit is not available as a trigger in Flow at the moment but we will take this feedback to the team for review.

[LB2022]

For anyone who is trying to set up an automatic email send once someone submits your  Shopify Form, I've learned that you can do this.

At the bottom of the set-up page for your Shopify Form there is a section labeled "Automations and workflows". Click on "Manage" and you land on a page where you can set up the email send. Pretty straightforward to do.

 

[dappernotes]

This works for general form submissions, but you can't tie it easily to a specific form.

[mshamberg]

This is not the solution. You can't trigger a notification to send to a specific email off a specific form.

[Brendan-Zuza]

Hi there, in case anyone else is looking for the solution. You should send an email based on a tag that get's added (when the form is submitted). 

Once you have triggered the email based on this tag. 

If you would like the form to be looped/ repeated if a user submits the form again. You should:

Create another action which removes the tag. 

Meaning if they submit the form again they get the email again.

[Midsummer]

Good idea, I first thought the same, but it's not a viable solution. You unfortunately cannot select a specific tag in the triggers, only "tag is added", meaning all tags. So, this automation started sending out "first purchase discounts" to clients who had just made a purchase in my case. 

This seems like such a standard option to include, I don't understand why this functionality originally existed but then got removed if I read the comments above correctly. 

[mikeschwede]

Any news? It's so standard that an email is send to someone who filled a forms. Pretty weird this trigger wasn't published from the beginning.

[paul_n]

Work is being done, yes. Not sure of timeline yet. It may seem trivial, but forms require a new type of event because each form can potentially be custom per shop. And you might only want to subscribe to events from a single form. 

[lili_tz]

Any luck now? Do you know the timeline for this feature?

Thanks!

[paul_n]

Still working through timing and waiting for dependencies to be completed. 

[md24]

I too would be interested in this trigger. I might have to use Klaviyo forms or another solution in the meantime.

[JWard50]

Hi is there any update on this, would love this functionality

[md24]

Yes I got it to work. I am not the store owner and I needed the information.

1. You need a trigger. 

2. Check If events_item.appTitle Equal to Forms

3. Action Send internal email 

In this I refer to the submission 

https://{{shop.myshopifyDomain}}/admin/companies?selectedView=orderingNotApproved&orderStatus=%20AND%20active_customers_count%3A0

Then I include some info from the form like
{{companyLocation.company.mainContact.customer.email}} 

[mikeschwede]

thanks, but we are not talking about internal emails

[RPiii]

We recently released a Metaobject entry created trigger that should make it easier to trigger workflows based on form submissions. 

[mikeschwede]

Oh that's amazing. Thank you!!

[crunchycactus]

This is exactly what I needed, and this thread is the only place I managed to find it. I feel like a "Form Submitted" trigger even just as an alias that comes from the Forms app would make this far more clear. Either way thanks for the solution!

[ri31]

I need to get the URL that a form was submitted on. Looks like this can be done using the {% form %} tag, but not the Forms app. Can a form built using the {% form %} tag create a new metaobject entry?

In general, it doesn't seem like the Forms app has the ability to handle hidden fields or pass their values, if they did exist, to the default metaobject entries for each response.

[paul_n]

I don't think this is possible with Shopify Forms right now

[ri31]

Hey Paul! I would like to suggest that as a feature, then. If not the full hidden fields, then at least the "URL submitted on" feature.

Example 1: Contact form "ask a question" on a product page. Know which product a customer is asking about. Having a dropdown "select from one of the following 789 products" -- not reasonable. "Input the product URL here" -- seems very unprofessional, bad UI. Different form per product -- Not possible.

Example 2: Contact form on a store location page template. Say the business has multiple locations and has a Template that is being used for each store location. To know which location the customer is contacting, without an unnecessary dropdown to select the store (it is bad UI in forms to ask customers info that you should already know), the business would need to make a separate Template and a separate Form for each store. Not good.

Hope that makes sense!

[md24]

I believe you could create a javascript function using something like:

_onVariantChanged(event) {
this.variant = event.detail.variant;
this.dataset.variantJson = JSON.stringify(event.detail.variant);
this.dataset.productVariant = this.variant.title;
this.dataset.variantSku = this.variant.sku;
}

[ri31]

Where would you put that code?

I'm trying to get the information on the page URL or product/variant to internal staff, in the email notification. Is JavaScript able to add data to the metaobject entries for forms, and/or to the email notifications?

[Justin_G]

Where you able to accomplish this at all? Thanks!

[crunchycactus]

I'm convinced this can't be done, I reached out to API support a long time ago and they never responded.

[ri31]

I was not, unfortunately. 

@paul_n do you know: Is JavaScript able to add data to the metaobject entries for forms, and/or to the email notifications?

[Justin_G]

Any update on this feature for Shopify Forms yet? I'm also having issues creating a metaobject for a Shopify Form. Is there a tutorial on how this would be accomplished? Just trying to get an internal email to send when a Shopify Form is submitted, and not to the store email address. Thanks!

[paul_n]

If you create the form, the metaobject is created for you. Then you choose that metaobject definition in the "metaobject entry created" trigger in Flow

[md24]

I made a video to show you how...https://youtu.be/seJiZRJmRBg 

[crunchycactus]

When using this do you have access to the customer and form data submitted? I need to be able to manage the tags on the customer.

[md24]

I ended up using go high level crm or you could use Klaviyo or any other tool as shopify is a little complex in this area. I could do it, but the emails from the forms went to the store owner alone and Shopify devs are busy making everything AI, rather than building a more friendly CRM.

[paul_n]

You do, yes.

[ri31]

---------HOW TO SET UP AN EMAIL NOTIFICATION WHEN A FORM IS SUBMITTED----------

Here is how I have these set up in Shopify Flow. You'll need to install the Shopify Flow app then create a new workflow for each form that you have. The "Marketing Email" goes to the customer and says something like "Thanks for submitting the form, we'll get in touch soon."

Here is the code of the email body that I am using. It returns a very simple email with the content of the form submission and a link to the customer profile. In the email body, where there is grayed out text, you'll need to replace it with the shopify store id that you see when you're logged into the admin.

{%- for fields_item in metaobject.system.fields -%}
{%- if fields_item.definition.name and fields_item.value -%}
<p><strong>{{ fields_item.definition.name }}:</strong> {{ fields_item.value }}</p>
{%- endif -%}
{%- endfor -%}

<p><strong>Customer profile link:</strong> <a href="https://admin.shopify.com/store/XXXXXXXX/customers/{{metaobject.formSubmittedBy.legacyResourceId}}">https://admin.shopify.com/store/XXXXXXXX/customers/{{metaobject.formSubmittedBy.legacyResourceId}}</a></p>

[mikeschwede]

I found a problem (which is a general problem when sending emails): if someone fills out a form he expects a "received e-mail", which could be triggered by the metafield trigger but it's only send if the user has subscribed to the newsletter ("accepts marketing emails). So there's a confusing on Shopify:
- Newsletter/Marketing emails is one thing
- Information emails like "form received", "payment received" etc. don't need consent. They are part of an ongoing conversation.
So actually this trigger doesn't work 😞

[paul_n]

That's true for "Send Marketing Email" but Flow does have other ways to send email. You can call your own service via Send HTTP Request. Or you can use a 3p action to send transaction email (that does not require a subscription). 

[Robin06]

Hi, still no solutions?

[paul_n]

There are several solutions in this thread, so you might need to be more specific

[Robin06]

sorry, I need to connect the pop up from "Forms" to "Shopify email". Actually there's no way to trigger the flow with this plugin. Is there is a way or other plugin for trigger shopify email ?

[paul_n]

If you are using Shopify Forms, the trigger "Metaobject entry created" works. It can be used with the "Send Marketing Email" action as long as that customer is subscribed to marketing. If you need to send emails when they are not subscribed, then you would need to use another Email action to send transactional email. There are several apps out there that do that (if you uncheck "installed apps" in Flow when adding a new task and search for email, you'll find them).

[Robin06]

Oh yes that's perfect, I didn't find this trigger. Thank you it's working now!