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Understand Shopify Flow

How to connect your loyalty program to Shopify Flow and automate actions with flows.

Updated yesterday

Shopify Flow is an app provided to Shopify merchants that allows them to perform actions based on trigger events. This article explains what Shopify Flow enables your Smile loyalty program to do, and how you can use Smile with Shopify Flow.

Feature availability:
✅ Rewarding with Shopify Flow is available on Starter, Growth, Plus, and Enterprise plans

Using Smile and Shopify Flow


💡 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

📹 Check out this Video Tutorial:

Create a flow action


💡 Important: Install Shopify Flow in your store before continuing with this guide.

  1. From Smile Admin navigate to Settings > Platform > Shopify Flow.

  2. In the Shopify flow actions section, click Create flow action.

  3. Choose the trigger type from the following options:

    1. Order paid (when a customer places an order)

    2. Customer created (when a customer profile is first created)

  4. In the Action title section, fill out the text box.

  5. In the Action title once completed section, fill out the text box.

  6. Click Create.

Create the flow in Shopify


  1. Open a new browser tab.

  2. From Shopify admin navigate to Flow.

  3. Click Create workflow.

  4. Click Select a trigger.

  5. In the search bar, search for the flow trigger:

    1. Order paid

    2. Customer created

  6. Select the corresponding option from the search results.

  7. Set the conditions of the flow.

  8. In the + icon, select Action.

  9. Choose Smile.io.

  10. Click Send Smile activity.

  11. From the Smile tab, copy the Activity type code.

  12. Paste the Activity type code into the Activity type box in the Flow.

  13. Set the same trigger type using the Shopify guidance beneath the relevant text boxes.

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


💡 Important: Be sure to complete this step—without this earning rule, your flow won’t trigger.

  1. From Smile Admin navigate to Program > Points > Add ways to earn.

  2. In the Online store section, click the name of your Flow activity.

  3. In the Earning value section, choose how many points to award for the action.

  4. Make any customizations to the earning action.

  5. Click Create.

  6. Return to Shopify Flow.

  7. Click Turn on workflow.

Delete a flow


💡 Important: You must delete any earning actions that rely on the flow before deleting a flow.

  1. From Smile Admin navigate to Settings > Platform > Shopify flow.

  2. In the Shopify flow actions section, click Edit on the flow you wish to delete.

  3. Click Delete.

🛑 Caution: Once deleted, this action cannot be reversed.

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