Shopify flow
Last updated
Last updated
Shopify Flow is a powerful automation tool that allows you to trigger notifications based on specific events. In this guide, we’ll walk you through the process of setting up Shopify Flow to send store credit notifications in Dollarback.
Before setting up notifications using Shopify Flow, it's good practice to disable other notification methods to avoid duplicate messages.
Navigate to your Dollarback dashboard.
Go to the Notifications section.
Disable all existing notifications by marking them as Disabled.
If you have an integration with Klaviyo, disable it as well to prevent multiple notifications.
Once you've disabled other notification systems, you can enable Shopify Flow to manage notifications.
Navigate to Dollarback Store Credit.
Go to the Integrations tab.
Find Shopify Flow and click Enable.
With the integration enabled, it's time to create a workflow in Shopify Flow.
Open Shopify Flow in your Shopify admin panel.
Click Create Workflow.
Choose a trigger:
Select Store Credit Credited or Store Credit Redeemed depending on your use case.
Add an Action to the workflow.
Select Send Email.
If you use Shopify Email, it will appear as an option.
For demonstration purposes, we will use an internal email.
Enter the recipient email (for testing purposes, enter your own email address).
Customize the email template by adding variables:
Example: "Hi {{ customer.first_name }}, you have received {{ formatted_amount }} for shopping with us."
Click Turn On to activate the workflow.
To ensure that the workflow is working correctly, create a test transaction.
Create a Draft Order in Shopify (or trigger it from checkout).
Select a product (e.g., Hydrogen, Australia Uprising).
Assign a customer to the order.
Collect the payment and complete the order.
Once the order is placed, the store credit notification will be triggered.
Check your email to confirm that the notification was sent.