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Shopify Flow is an automation app for Shopify merchants. It lets you trigger actions based on events in your store. When you connect Shopify Flow with Smile, you can create additional ways for customers to earn points beyond Smile’s built-in earning options. This guide explains how Shopify Flow works with your Smile loyalty program and how to create automated actions that award points.
Feature availability:
  • Rewarding with Shopify Flow is available on Essential, Standard, Growth, Plus, and Enterprise plans.
  • Shopify Flow is available on Shopify Basic, Shopify, Advanced, and Shopify Plus plans.

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Using Smile and Shopify Flow

Shopify Flow extends your loyalty program by letting you award points for actions that happen outside of Smile’s built-in earning options. This gives you more flexibility and helps you create earning opportunities that fit your business goals. You can use Shopify Flow to automatically award points when specific events occur. Common examples include:
  • Orders over a certain value
  • Repeat purchases
  • Purchasing high-value products
  • Newsletter signups
Note: The Smile team has ready-made Shopify Flow templates for common loyalty workflows. If you’d like help setting up a flow, contact the Smile team to access templates and best-practice recommendations.

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Step 1: Create a flow action in Smile

Important: Make sure the Shopify Flow app is installed in your store before continuing.
  1. From Smile Admin, navigate to Settings > Platform.
  2. In the Shopify Flow actions section, click Create Flow action.
  3. Choose a customer or order based trigger type. Example:
    • Order paid
    • Customer created
  4. In the Action title field, enter a descriptive name.
  5. In the Action title once completed field, enter the completion text.
  6. Click Create.

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Step 2: Create the Flow in Shopify

To create the Flow in Shopify:
  1. Open a new browser tab.
  2. From Shopify admin, go to Flow.
  3. Click Create workflow.
  4. Click Select a trigger.
  5. Search for the trigger you selected in Smile (for example, Order paid or Customer created)
  6. Select the trigger from the results.
  7. In the workflow, click the + icon and choose Condition.
  8. Set your Flow conditions.
  9. In the workflow, click the + icon and select Action.
  10. Choose Smile.
  11. Click Send Smile activity.
  12. In Smile, copy the Activity type code from the Flow action you created in Step 1.
  13. Paste the code into the Activity type field in Shopify Flow.
  14. Follow Shopify’s guidance below the fields to confirm the trigger settings.
Tip: Use the same name for your Shopify Flow workflow and the Action title in Smile (for example, Place 5th order) to make flows easier to recognize and manage.

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Step 3: Create an earning action to trigger the Flow in Smile

Important: You must complete this step—without an earning rule, your Flow will not award points.
  1. From Smile Admin, go to Program > Points.
  2. Click Add ways to earn.
  3. In the Online store section, click the name of your Flow activity.
  4. In the Earning value card, choose how many points to award.
  5. Customize the action as needed.
  6. Click Create.
  7. Return to Shopify Flow.
  8. Click Turn on workflow.

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Delete a flow

Important: Delete any earning actions linked to the flow before deleting the flow. Once deleted, this action cannot be reversed.
  1. From Smile Admin, navigate to Settings > Platform.
  2. In the Shopify flow actions section, click Edit on the flow you want to delete.
  3. Click Delete.