Hi everyone,
I’m looking for a way to automate the process of inviting customers to become members using the Shopify Email app. Specifically, I would like to create a rule that triggers an email about the benefits of membership for people who sign up for our newsletter, place an order, but are not yet members.
Is it possible to set up such automation with the Shopify Email app? If so, could someone guide me through the process or recommend any additional apps or integrations that might help?
BR
Marcus
Hi there, @Hobbycards ! Thanks for taking the time to reach out to the Shopify Community with your question around automating this process! My name is Imogen. It’s good to meet you!
You should be able to take advantage of Shopify Flow to create this email automation! This is a feature that available to users that allows you to assign conditions and triggers to determine when specific automations should occur in your store! I’ve actually gone ahead and created a marketing automation flow that I’m pretty sure achieves your goal! Let me outline for you below how you can build this, too!
- First, login to your Shopify Admin
- Navigate to the ‘Shopify Email’ app. I do this by searching ‘email’ in the search bar at the top of the Admin screen.
- From there, click ‘create automation’
- From here, a list of pre-generated flows will appear! You can definitely try using these to see if they achieve what you’re looking for without creating a flow yourself! For the sake of this example, let’s click ‘create custom flow’ in the top right.
- From there, you will want to create a follow that looks like the picture below:
In this flow, I have our first trigger being when an order is created. From there, the automation checks to see if the customer has agreed to accepting marketing emails from your business. From there, it then checks if the customer has a pre-determined tag assigned to them, like ‘members’, assuming that you use a similar tag to identify which customers are members for your business. Once it determines that someone who isn’t a member, who has agreed to accepting marketing emails, places an order, it will trigger an email send of whatever email template you’ve created to let folks know about the benefits of membership. You will have to edit and design this email yourself, and assign it to this trigger, but that happens just like it would if you were sending marketing emails out normally with Shopify Email.
This should help you get moving on this desired functionality! I hope you find this helpful!
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Hi Imogen,
Thank you for your help and detailed response! It is truly appreciated. I tried your suggestions and it worked perfectly. Thanks again for your time and expertise!
BR
Marcus
Woohoo! Happy to help, @Hobbycards ! Shopify Flow is a super powerful tool, and it’s actually pretty fun looking into what sort of automations you can build with it!
If you ever need assistance in the future, don’t hesitate to create a new topic for your question!
Hello Imogen,
Thank you! I actually got it all done correctly, I think. However, I have one step left, which is identifying who is a registered member or not. When I search for ‘members’ or ‘subscribed’, I can’t find anything that matches what I’m looking for. Do you know what to search for or how to identify these customers?
Hi.
I think @Imogen_1 added a condition for that: “If tags does not include Member”
This assumes that you are using a membership app or a method that tags your customers when they become members. How is that your customers get the Membership?
Hello Javi,
Thank you. I use the BON: Loyalty Rewards Referrals app, and in the app, I can see the Shopify status “member” or “guest.” However, I have no idea how to make that condition a criterion. I get no hits when I search for members.
Hi
Bon applies a Member tag to customers with an enabled account, and a Guest tag to customers with a disabled account. For example customers that complete a purchase without signing up are creating a disabled account. So it seems to be all about the account status in Shopify. Calling it membership may be a bit confusing.
So what you probably want is to invite those customers with disabled accounts, to activate their accounts with email+password (Classic Accounts), and also let them know that there are loyalty benefits to do it.
You can probably use a Flow, as it was said before. And in this case the conditional would be order.customer.state
The problem with this flow is that it will only send messages to customers who subscribed to marketing, which may not be the case for disabled accounts (but you can actually check in Shopify Admin > Customers, if your disabled-account customers are subscribed or not)
So besides all this, there are Bulk Account Invite apps out there in the App Store, to send invites to customers with disabled accounts. One of them is the one in my signature, Customer Accounts. Which by the way also has its own Loyalty Program plugin.
So I asked BON support, and they told me, ‘In Shopify, a customer with the “Member” tag in BON is not tagged as “Member” in Shopify. Instead, they will have a status indicating they have a classic account. Similarly, a customer with the “Guest” tag in BON will not have a corresponding status in Shopify.’
They must mean the customer account status enabled/disabled
You can check if they match in Shopify Admin > Customers, also the Email Subscription status, using one or two filters:
To correct myself, I don’t think you can use a flow to invite customers, because invitations have a special link to activate the account. You would need to invite the customers one by one in Shopify or use a Bulk Account invite app that triggers the invitations automatically.
