Shopify Flow is an app provided to Shopify Plus merchants that allows them to perform actions based on trigger events.
Here's what we're covering:
✅ This integration is only available for Shopify Plus merchants, and merchants on the Enterprise plan
Using Smile and Shopify Flow
With Smile you can use Flow to trigger the awarding of points within Smile.
Award bonus points for:
Orders over a certain amount
A customer's 5th purchase
Specific high value products
How to integrate Shopify Flow into your Smile rewards program
Setting up a flow reward has three steps:
Create the flow action in Smile Admin
Build the flow in Shopify Flow
Create an earning rule that this flow will trigger
Let's look at each of these in more detail.
1. Create a flow action in Smile Admin
In Smile Admin go to Settings > Platform
In your Shopify settings find the Shopify Flow actions card - this will only be visible to Shopify Plus merchants
Select Create Flow action
Choose the trigger type: Order paid is used to generate rewards when someone places an order; Customer created would be used when a customer's profile is first created
Fill out your action title and then create your Flow action
2. Building the flow in Shopify
Open your Shopify admin in a new browser tab.
Go to Apps > Shopify Flow
In Flow select the Create workflow button
Select a trigger that matches the Trigger type of your action in Smile (It will be either Customer created, or Order paid).
Then set your customer conditions ( Example: Customer order count is equal to 5).
Once your conditions are set:
Click Select action
Select Send Smile activity from the available list of actions
Copy the Activity type code from within Smile Admin
Paste this code into the Activity type field in your Shopify flow
Set your trigger type (either Customer Id or Order Id) using Shopify flow template variables
Your Shopify flow should now look something like this:
Once you've finished setting up your conditions and actions, save your flow in Shopify
We recommend giving your flow the same name as the Action name you created in Smile (Example: Place 5th order)
3. Create an earning rule that this flow will trigger
If you do not complete this step your flow will not work and no actions will trigger.
In Smile Admin select Next and you'll be prompted to Create an earning action
Select Create earning rule
You should now see a new earning action with the same name as the flow you've created
Click Add ways to earn and continue to set up that earning action
Once you have finished creating your earning rule go to Shopify and enable your workflow if you have not done so already
That's it, your workflow will now automatically execute with the earning rule that you've set up. In the case of our example any customer who places 5 orders will receive bonus points.
Your customers will keep the points they earned as part of the flow order action even if the money for their order is refunded.