Examples of workflows
The Shopify Flow template library provides hundreds of examples that demonstrate how to use Flow. The following are some example templates to help you get started.
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Buyer experience
Buyer experience workflows can add tags to your customers' orders to help you learn more about their experience purchasing from your store.
Template examples:
- Tag orders where the first visit landing page includes a certain URL path
- Tag orders by their shipping method
Customers
Customer workflows can help you to add tags to your customers when the customer is created, when they create an order, or when you cancel their order. You can tag customers based on their characteristics, such as their postal code, email address, and their order history.
Template examples:
- Tag customers eligible for educational discount based on email address
- Organize customers by lifetime spend tiers
- Email a customer when a wishlist item is on sale
- Send handwritten note after customer places second order
Fulfillment
Fulfillment workflows can help you to manage your order fulfillments based on location or on the details of an order. For example, you can use Flow to hold fulfillment based on an order's level of risk, prepare draft shipping labels, or receive notifications of large order quantities.
Template examples:
- Request or hold fulfillments based on selected criteria
- Get notified about irregularly large order quantities
Inventory and merch
Inventory and merchandising workflows can help you to manage your inventory and control how your products display to your customers. For example, you can use workflows collections to create a collection of low-stock products, standardize your product tags, or receive notifications when a product variant is out of stock.
Inventory and merchandising workflows use the following conditions and actions:
- the Inventory quantity changed trigger, which tracks inventory changes
- the Product variant inventory quantity and Product variant inventory quantity prior conditions, which ensures that the workflow only runs the first time your conditions are met
When you create this type of workflow, the condition needs to check both the amounts before and after the inventory changes. For example, to be notified when a variant's inventory is less than 5, set Product variant inventory quantity to 5 and set Product variant inventory quantity prior to less than 5. There are 7 T-shirts in your store and Jose orders 2 T-shirts. The inventory is now 5, so a reorder email is sent. Later, Karim orders 1 T-shirt. The inventory is now 4, but no reorder email is sent. If you check only the current inventory amount, then your reorder email is sent each time the product is ordered until the product is restocked.
Template examples:
- Get notified when product inventory is low
- Hide and republish products based on inventory level
- Merchandise low stock products and hide when out of stock
- Get notified when demand increases for out of stock products
Loyalty
Loyalty workflows can help you to track discount codes and to reward your customers for their support. Many loyalty apps have Flow connectors that you can use to reward your customers based on their spending and activity in your store. For example, you can give a customer loyalty points for ordering a specific product, creating a positive review, or add birthday tags to customers.
Template examples:
- Get notified about large discounts on new orders
- Get notified when specific discount code is used
- Reward loyalty points and tag customers who add a tip
Orders
Orders workflows can help you to tag an order, notify your staff when you recieve orders that require special attention, or send details to an app. In your workflow, you can create conditions based on the characteristics of the order or of the customer who made the order.
Template examples:
- Email logistics team when orders need to be expedited
- Get notified about irregularly large order quantities
- Tag orders paid with gift card
If you automatically fulfill your orders, then you can also have Flow archive those orders.
Promotions
Promotion workflows can help you manage orders with discounts applied to them. For example, you can use Flow to identify orders that have irregularly large discounts.
Template examples:
Risk
Risk workflows can help you to manage high-risk orders. For example, you can use Flow to notify you when you receive a high-risk order. In your workflow, use the Order risk analyzed trigger to check the risk level of an order. This trigger uses the results from the Shopify Risk Analysis. Risk results from third-party apps aren't used.
When you receive a high-risk order, you can choose to have Flow do the following tasks:
- Tag the order so that it can be processed later and notify your staff or to send the order details to an app.
- Prevent the payment from being processed if your store is set up to capture payments manually.
- Cancel the order if the order is set up to be fulfilled manually.
If your store is set up to manually capture payments, then you can use Flow to prevent capturing the payment for high-risk orders. Create a workflow that checks the order's risk level and only capture payment when the risk is low or medium. In your workflow, use the Capture payment action to capture the payment.
If your store automatically captures payments and manually fulfills orders, then you can use Flow to cancel the order. You can't prevent the payment from being captured in this case. In your workflow, use the Cancel order action to cancel the order.
You can also cancel orders based on other criteria, such as the email or IP address of the customer.
To track orders that Flow cancels, you can add actions that do the following into a workflow:
- Tag the cancelled orders.
- Send a message or log the issue to an app, such as Google Sheets or Trello.
Template examples:
B2B
B2B workflows help you update company location configurations such as catalogs and payment terms, automate internal and external notifications, and manage B2B orders.
Template examples:
- Send B2B order invoice to multiple email addresses
- Send internal email when a B2B order is placed
- Tag B2B orders
- Get notified and set up companies created by company account requests
Payment reminders
Payment reminder workflows help you automate the communication with your customer when a scheduled payment has been missed or is due.
Template examples:
Flow
Flow workflows help you to get the most out of using Flow, and can notify you of any issues with your existing workflows.
Template examples:
Collabs
Drive more affiliate sales with less effort. Use the Shopify Collabs app to automate repetitive affiliate program tasks with ready-made Shopify Flow templates.
Template examples: