Email Automation Based on Sales Channel

Shopify Discussion
1

Hi i am wondering if anyone can help, we have Shopify online store and POS, we would like to send a thank you automated email to anyone making an online purchase only but when setting up the automation we cant seem to find the condition for that, is it possible or do we need to use a third party app?

Thanks

2

Yes, it is possible to set up an automated thank you email for customers who make a purchase on your Shopify online store. You can do this using Shopify’s built-in email marketing feature called “Shopify Email”. Here are the steps to set it up:

  1. Navigate to the Shopify Email marketing page: In your Shopify admin panel, click on the “Marketing” tab, then select “Email”.

  2. Create a new campaign: Click on the “Create campaign” button, and select “Automated”.

  3. Choose a trigger event: Select the “Customer makes a purchase” trigger event. This will ensure that the automated email is only sent to customers who make a purchase on your online store.

  4. Customize your email: Choose a template or design your own email, and add the content you want to include in your thank you message.

  5. Set up your email settings: Enter a subject line for your email, select the sender email address and name, and choose the frequency and time of day you want the email to be sent.

  6. Review and confirm: Review your email campaign and settings, and click on “Confirm” to activate your automated thank you email.

Note: If you want to exclude customers who make a purchase through your POS system from receiving the automated email, you can add a condition to your trigger event. Under “Customer makes a purchase”, click on “Add conditions” and select “Order is from online store”. This will ensure that the automated email is only sent to customers who make a purchase on your online store, and not through your POS system.

If you need more advanced features, you can consider using a third-party app like Klaviyo or Omnisend to create your automated thank you email campaign.

3

Good morning Mike, thanks for that, our Shopify Marketing section doesn’t seem to follow the layout you have specified, are you on a newer version perhaps? I did find the section where to create an email template but there was no option to specify online purchases only,

Thanks

4

I apologize for any confusion caused. Shopify’s interface may vary depending on the version or plan that you are using.

To create an automated email specifically for online purchases, you can follow these steps:

  1. From your Shopify admin dashboard, click on “Settings” and then select “Notifications”.

  2. Scroll down to the “Order notifications” section and click “Create notification”.

  3. Choose “Order confirmation” as the notification type.

  4. Under “Send this notification to”, select “Customer” and make sure that “Online store” is the only sales channel selected.

  5. Fill in the other details for your email, including the subject, email body, and sender information.

  6. Click “Save” to save your email template.

This should create an automated email that is specifically sent to customers who make purchases on your online store, and not to customers who make purchases in person at your physical location (if you have one).

Please try this and let me know if it works!

5

Hi Sorry for the delay in responding, within the Settings>Notifications section there is an an order confirmation email already setup but there is no option to set it to online orders only, only button i have is the edit code option, there is also no option to create a new order confirmation email, thanks for your time in looking into this.