OK, so I was really struggling with myself if I should share my solution for transactional emails, triggered by adding an order tag, but hopefully I’m collecting Karma points with this one… it took me weeks to figure this out!
Here is my solution for new order tags (not existing ones):
Preparation:
a) get a free Zapier account
b) get a data export app (Probably you already have one. I rely on Data Champ for all my exports. No problems at all after one year and quick support. Shoutout to Andreas! If you read this and get more than 10 new customers because of this post, which you most probably will (!), pls give me a discount. If you get a data champ account because of this post, pls let them know! Thank you)
c) get a micosoft account with the email that is supposed to send the emails (most probably works with gmail etc. aswell, but I’m a microsoft guy)
Process:
- Create a data export of all orders that contain tag XXX and meet all other restrictions you need
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export to a google sheet
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important: export incrementally (this way only newly tagged orders are exported. Otherwise all orders with the tag will receive the emails each time the report is run). Check how your export app works and test it properly.
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schedule export (for example each hour)
- Set up a Zapier workflow like this:
You need to set up new exports and zaps for each transactional Email that you want to send. Be very careful with the spelling of the tags, no mistakes here! Because the export ignores orders that have been exported before (export is incremental), you can only use one tag for each order once, but that shouldn’t be any problem.
And here is the cherry on top of the cream: You can use all types of variables in the Email that you send (much more than in the marketing emails from Shopify!), such as the name of the customer, order number, etc. etc.. Basically all variables the order data set offers! You just have to include those variables in the export and then they will show up in the email-setup in Zapier.
When you set up everything, make sure to first include all needed variables in the export BEFORE you connect it to Zapier. When you add variables later, you will need to create the process again, that can be very time consuming.
Greetings from Germany! You are welcome! :x
PS: pls don’t forget to let Data Champ know if you get the app because of my post. Much appreciated.
