π Supported on Shopify
π³ Available on paid plans
π€ Accessible to all roles
Shopify Flow is an app provided to Shopify merchants that allows them to perform actions based on trigger events. This article will explain what Shopify flow enables your Smile rewards program to do, and how you can use Smile with Shopify flow.
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Using Smile and Shopify Flow
π‘ Important: You must be on one of the following Shopify plans to access Shopify flow: Basic, Shopify, Advanced, or Shopify Plus
With Smile you can use Flow to trigger the awarding of points within Smile. Some examples of this would be awarding bonus points for:
Orders over a certain amount
A customer's 5th purchase
Specific high value products
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Check out this Video Tutorial:
Create a flow action
π‘ Important: Install Shopify flow to your store before continuing with this guide
From Smile admin navigate to Settings > Platform > Shopify Flow.
In the Shopify flow actions section, click Create flow action.
Choose the trigger type from the following options:
Order paid (when a customer places an order)
Customer created (when a customer profile is first created)
In the Action title section, fill out the text box.
In the Action title once completed section, fill out the text box.
Click Create.
Create the flow in Shopify
Create a new browser tab.
From Shopify admin navigate to Flow.
Click Create workflow.
Click Select a trigger.
In the search bar, search for the flow trigger:
Order paid
Customer created
Select the corresponding option from the search results.
Set the conditions of the flow.
In the + icon, select Action.
Choose Smile.io.
Click Send Smile activity.
From the Smile tab, copy the Activity type code.
Paste the Activity type code into the Activity type box in the Flow.
Set the same trigger type using the Shopify guidance beneath the relevant text boxes.
β Tip: Smile recommends giving your flow the same name as the Action name you created in Smile (eg: Place 5th order)
Create an earning rule to trigger the flow
π‘ Important: This step must be completed otherwise there will be nothing to trigger your flow
From Smile admin navigate to Program > Points > Add ways to earn.
In the Online store section, click the name of your Flow activity.
In the Earning value section, choose how many points to award for the action.
Make any customizations to the earning action.
Click Create.
Return to Shopify Flow.
Click Turn on workflow.
Delete a flow
π‘ Important: You must delete any earning actions that rely on the flow before you delete the flow
From Smile admin navigate to Settings > Platform > Shopify flow.
In the Shopify flow actions section, click Edit on the flow you wish to delete.
Click Delete.
π Caution: Once deleted this action cannot be reversed