Creating a flow for staff reminders

[dezzier]

I tried doing it myself but am so lost. How do I create a flow to notify me when a customer has not ordered in 30 days?

[paul_n]

It's not clear what you want. You want a notification for each customer? Or a notification that includes all customers that haven't placed an order in more than 30 days. Or something else? 

[dezzier]

Hello! Thank you for the reply. I want an email if a customer tagged with “wholesale” hasn’t ordered in 30 days since their last order. Can you help?

[paul_n]

You didn't answer all of the questions, so not yet. Do you want just a single email per customer that goes over 30 days? Or group them together? 

[dezzier]

I think I want to try each customer for now

[paul_n]

• Order created
• If at least one order.customer.tag includes "wholesale"
• wait 30 days
• get order data (customer_id:{{order.customer.legacyResourceId}} AND created_at:>='{{ "now" | date_minus:"30 days" }}')
• if count(get order data) = 0
• Send email

[dezzier]

please let me know if I did it correctly 🙂

[dezzier]

Is this correct?  

 

 

[paul_n]

You cannot count in a Get data step. There is a separate action called Count

[dezzier]

Fixed, Is this correct now?

 

[paul_n]

I would test this...you can put the wait step to 1s. 

One thing to watch out for - 30 days might after the order that triggered the workflow. You may want to use 31 days in the query instead. Or you could look for >=2.

Also, I would change that get action to return a max of 2 items, since you don't need all 10 

[dezzier]

I really apricate the help. I set the wait time to one min, The flow waits the one min and then errors without checking for a tag

 

[paul_n]

Something in a step after the wait step is misconfigured/invalid. It's hard to say which without seeing the step configuration details for each

[dezzier]

It WORKED! Thank you so much, this will make my life so much easier.

 

[Anonymous]

Hi Dezzier! I'm Alejo, from Shopify Support.

yes, this is possible. you may consider creating a flow that will be executed every 30 days after an order is placed, like this: (This is an example, and needs to be tested to work properly)

[Anonymous]

Update: You mentioned that you want to update it for customers tagged as "wholesale", for that, you may add a condition to check the tag: