Flow Automation: Max 1 time for a customer

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Flow Automation: Max 1 time for a customer

tristanklavsen
Excursionist
13 1 2

Hello Shopify Community

 

I have a flow, that tells our warehouse if a customer that placed an order, is NOT subscribing to our newsletter. 
We then leave a letter, engaging to subscribe and receive newsletters from us. 

(Warehouse are told as the customers order note is updated with a specific sign, so our warehouse know)

My question:
Is there a trigger point, that makes Shopify Flow only update it 1 time per customer?

We are not interested in leaving the same letter for the same customer multiple times.


I've been looking a point saying, that the automation only should be applied to maximum 1 time per customer, but i can not seem to find anything.

Skærmbillede 2024-07-11 085946.png

Accepted Solution (1)
tristanklavsen
Excursionist
13 1 2

This is an accepted solution.

Hi @tim 

Thank you for helping me out!

I think your suggestion makes sense. I keep the trigger on order created and updates the order note, but only for customers who does not have a specific tag!

Does attached look correct?

Order created -> Check if email marketing, if no -> check if customer tags does not include "-NL" -> update order note -> add customer tag "-NL"

Skærmbillede 2024-07-11 133835.png


I suppose above will work? And after the order has been updated with a order note, then the customer will receive the tag, which won't make them able to get in to the automation flow again?

View solution in original post

Replies 7 (7)

sahilsharma9515
Shopify Partner
1076 132 203

Hi @tristanklavsen Are you adding the note to the order or to the customer?

 

If you are adding the note to the orders then it will be very hard to send it only 1 time and each time the same customer orders some products it will act like a new order in shopify and the flow will get triggered.

 

Instead you should start the flow with the customer created trigger and then check if the customer have accepted the email marketing or not, and then add another condition if a customer note is already presented in the customer if yes then trigger will not work if no then trigger will add a note in that customer.

 

This is the condition that I am talking about:

 

sahilsharma9515_0-1720682364337.png

 

If you will unable to implement the same then I'm happy to do this for you, let me know. I can implement the flow changes so that this will work well for you.

 

Hopefully it will help you. If yes then Please don't forget hit Like and Mark it as solution!

 

Best Regards

Sahil

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tristanklavsen
Excursionist
13 1 2

Hi @sahilsharma9515 - thank for your reply!

Currently the note is added to the order - not the customer.

It is done to the order, because then our warehouse can see it when they are packing the order. They can't see customer tags, but the will see the order note when they start to pack.

Is it impossible to keep doing it on the order and maximim 1 time for each customer?

Also, if i choose the "customer created" then i suppose it won't happen to all the customers which isn't new, but still unsubscribed to e-mail marketing and we want to engage them in their next order. 🙂

Thanks again hope there is a way.

/Tristan

tim
Shopify Expert
3628 314 1341

When you're adding an order note you can also add a tag or a metafield to the customer. Then check whether customer has this tag/metafield.

 

Alternatively, you can fetch all customer orders and see if any of them has the note and stop processing then, but setting tag/MF is more straight-forward and faster to check.

If my post is helpful, consider liking it -- it will help others with similar problem to find a solution.
I can be reached via e-mail tairli@yahoo.com
tristanklavsen
Excursionist
13 1 2

This is an accepted solution.

Hi @tim 

Thank you for helping me out!

I think your suggestion makes sense. I keep the trigger on order created and updates the order note, but only for customers who does not have a specific tag!

Does attached look correct?

Order created -> Check if email marketing, if no -> check if customer tags does not include "-NL" -> update order note -> add customer tag "-NL"

Skærmbillede 2024-07-11 133835.png


I suppose above will work? And after the order has been updated with a order note, then the customer will receive the tag, which won't make them able to get in to the automation flow again?

paul_n
Shopify Staff
1153 143 274

Rather than asking if it will work, better to test it in your stop on an order. You can manually run the workflow the first time here: https://help.shopify.com/en/manual/shopify-flow/manual 

 

And then retry it until it works.

 

Be careful about checking for tags that do no equal something - that is usually the wrong way to do it because you can have empty tags. I usually check if `None of order / tags is equal to "foo"`

Paul_N | Flow Product Manager @ Shopify
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tim
Shopify Expert
3628 314 1341

Yeah, that's the idea.

If my post is helpful, consider liking it -- it will help others with similar problem to find a solution.
I can be reached via e-mail tairli@yahoo.com
tristanklavsen
Excursionist
13 1 2

Hi @tim & @paul_n 

It works. Thank you for your help!