email flow

email flow

masterunlimited
Shopify Partner
6 0 0

Im looking to create a email flow after my customer has paid their order if it's not fulfilled after 5 days a email will be sent to them notifying them that will be delayed shipping and to give 7-14 days. 

Replies 14 (14)

prakashVt
Shopify Partner
260 23 35

Hello @masterunlimited 

I have done similar things in the past. Let's connect to discuss this further. 

 

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masterunlimited
Shopify Partner
6 0 0

okay what do i need to do?

 

prakashVt
Shopify Partner
260 23 35

Use the contact me option from my signature and let's connect. @masterunlimited 

- Enhanced your Cart Drawer for free, Shipping Protection included -VTN Cart Drawer Pro
- Feel free to Contact for more help (Free Support): prakash.prabhakar@vtnetzwelt.com

paul_n
Shopify Staff
1501 161 350

You first need to ID how you are going to send the email, as Flow doesn't have a native action for sending transactional email to customers. There are many 3p options if you search for them in the tasks (uncheck "installed" apps). 

 

The rest of that should be possible in Flow. Probably you'll want to use "Get order data" to look for orders that are paid but unfulfilled

Paul_N | Flow Product Manager @ Shopify
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masterunlimited
Shopify Partner
6 0 0

Screenshot 2024-08-21 165233.png

masterunlimited
Shopify Partner
6 0 0

how what do i pick from here?

paul_n
Shopify Staff
1501 161 350

There is an action called Get Order Data

Paul_N | Flow Product Manager @ Shopify
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- Building for Flow? Check out Flow's dev docs.
masterunlimited
Shopify Partner
6 0 0

okay i found a flow that will work for me and changed it to 5 days. however, it adds a tag to the customer. How do I now take that tag and email the customer to notify their order will have a delay shipping?

 

masterunlimited
Shopify Partner
6 0 0

Screenshot 2024-08-21 214550.png

paul_n
Shopify Staff
1501 161 350

Since you can only have 1 action per loop currently, you would need to add a second loop in the "then" path of your for each loop. There you loop over the same thing and add the action to email. 

Paul_N | Flow Product Manager @ Shopify
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PMowers
New Member
5 0 0

Hi Paul - we are looking to implement this exact flow: ie. if an order is paid and remains unfulfilled after 7 days, then an automated email to the customer will display. 

 

Could you create these example loops in shopify flow for me as I'm struggling to interpret all of these previous comments in this forum. 

 

Thanks! 🙂

paul_n
Shopify Staff
1501 161 350

Paul_N | Flow Product Manager @ Shopify
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- Need Flow help? Check out our help docs.
- Building for Flow? Check out Flow's dev docs.
PMowers
New Member
5 0 0

Hi paul, i have replied to you in other threads though I will do so here, 

 

could you create a detailed instruction list so i may recreate this flow for my store as per my request above (if an order is paid and remains unfulfilled after 7 days, then an automated email to the customer will display) 

 

I'd be very very grateful for your help as with the screenshot above, i am having trouble recreating in my own store...

Yuka
Shopify Partner
11 1 0

To send notifications to customers about shipping delays you can create two workflows. First workflow is the following:

CleanShot 2024-12-25 at 18.06.39.png

  • This workflow can be set to run regularly, e.g., daily, using the Scheduled time trigger.
  • Select orders that were created more than 7 days ago, are paid, but not yet fulfilled, not tagged by late_fulfillment tag. You can replace late_fulfillment with any tag of your choice. Just ensure the same tag is used in both the search query and tagging step. Search Query:

 

created_at:<='{{ scheduledAt | date_minus: "7 days" }}' AND fulfillment_status:unfulfilled AND financial_status:paid AND tag_not:late_fulfillment​

 

Click to expand...
The search can return a maximum of 100 orders. If you expect more than 100 delayed orders daily, consider scheduling the workflow to run more frequently to notify all affected customers.
  • The final step in this workflow triggers another workflow using the Start custom order workflow action with the Specifier field set to Notify customer about shipping delays value. This functionality is supported by the Flow Companion app.

Second Workflow is the following:

CleanShot 2024-12-25 at 18.13.24.png

  • This workflow starts with the Order: custom trigger triggered trigger.
  • Add a condition to filter orders based on Specifier = Notify customer about shipping delays.
  • Add the late_fulfillment tag to ensure the order isn’t processed again.
  • Send a notification email to the customer.