Shopify Flow - Send Marketing Email based on date entered in form

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Shopify Flow - Send Marketing Email based on date entered in form

SophiePeacock01
Shopify Partner
5 0 1

Hi, 
We'd like to achieve something very specific and can't seem to find a solution in any other threads.

 

We are a body piercing company looking to send follow up emails at very specific times based on what date the customer enters in the form.

 

The idea is:

The customer will fill in a form (Shopify Forms) and enter a date that they got a piercing.

They will also select which piercing they received.

They will then need to receive an email after a certain amount of time depending on which piercing they received.

 

The wait function will only allow us to send an email after x amount of time since they filled in the form, not since the date they entered into the form.

 

What we need is for the Flow to recognise the date they entered, and then wait, for example, six weeks after the date they entered, to send the email. Not six weeks after the form was filled in.

 

Does anybody have any ideas? We are aware of fields such as metafields, Run Code in the flow app but no idea how to use them to achieve what we want.

 

Thank you!

Accepted Solution (1)

tim
Shopify Partner
4549 549 1660

This is an accepted solution.

There is a Marketing=> Automations=> View templates: "Celebrate customers birthday" automation: 
https://admin.shopify.com/marketing/automations/templates#83ba0c63-fd52-4c7f-8972-3c3e6a6ee852 

 

The trigger is a "Customer joins a segment"

The segment is based on customer birthday metafield value. 

You can create a similar segment to match your needs -- the filtering is pretty flexible and allows for offsets, like "birthday was 3 weeks ago" 
https://help.shopify.com/en/manual/customers/customer-segmentation/reference-guide/shopify-segments 

 

And you can use Forms to update the metafield.

 

The Flow can remove metafield after sending e-mail.

 

Looks pretty doable.

If my post is helpful, hit the thumb up button -- it will help others with similar problem to find a solution.
I can be reached via e-mail tairli@yahoo.com

View solution in original post

Replies 2 (2)

tim
Shopify Partner
4549 549 1660

This is an accepted solution.

There is a Marketing=> Automations=> View templates: "Celebrate customers birthday" automation: 
https://admin.shopify.com/marketing/automations/templates#83ba0c63-fd52-4c7f-8972-3c3e6a6ee852 

 

The trigger is a "Customer joins a segment"

The segment is based on customer birthday metafield value. 

You can create a similar segment to match your needs -- the filtering is pretty flexible and allows for offsets, like "birthday was 3 weeks ago" 
https://help.shopify.com/en/manual/customers/customer-segmentation/reference-guide/shopify-segments 

 

And you can use Forms to update the metafield.

 

The Flow can remove metafield after sending e-mail.

 

Looks pretty doable.

If my post is helpful, hit the thumb up button -- it will help others with similar problem to find a solution.
I can be reached via e-mail tairli@yahoo.com
SophiePeacock01
Shopify Partner
5 0 1

This is perfect! Thank you so much.