Shopify Plus lets you spend more time on your business development and less time ensuring your website functions the way your customers need it to.
The Plus only feature, Flow, is a condition based builder that allows you to set up automatic workflows using triggers, conditions and actions. These workflows can help to automate most manual tasks completed within your Shopify account.
As Flow is comprised of a multitude of different conditions, these buildable workflows are limited only to your imagination!
Use Flow to Track and Reward Your Best Customers
The key to retaining your best customers? Increasing customer retention rates. In order to develop these valuable customer relationships, you’ll need to have an idea of who your top customers are and what they’re doing on your store.
Thanks to Shopify Flow, you can strengthen your loyalty and retention initiatives. You can set up a workflow to segment customers with customer tags, based on their lifetime spend. You can also set up an automation to notify your customer service team when a customer has exceeded a certain spend threshold, so your team can send a personal gift as a thank you for their loyalty.
Please note: this workflow will segment all customers throughout the life of your store. It isn’t yet possible to define a time limit, i.e. ‘segment customer spend from the last year’.
Step 1: Set up your automation to tag and reward customers based on lifetime spend
1. Define a trigger to prompt a workflow to initiate
Start by navigating to the menu on the right, where you can view all possible triggers. For this workflow, we want to select order paid.
2. Add a condition to define where you would like the automation to start
For this specific workflow, we have selected total spent as a condition, as we want the workflow to be triggered when a customer passes a certain spend threshold. This is so that you can identify your top-spending customers. Navigate to the menu on the right-hand side, scroll down to the order customer section, and select total spent.
The next step involves defining a rule for your condition. For this workflow, you will need to select greater than from the dropdown box underneath total spent, and specify your minimum spend.
3. Initiate an action when a customer exceeds a certain spend threshold
Next, you will need to define an action for the then condition by selecting add action and navigating to the menu on the right to select an option.
In this workflow, we have opted to add tags to customers who pass a certain spend threshold. You can use these tags to segment your customers and send personalised gifts.
Select add customer tags from the menu and type your desired tag into the field below. In this instance, we’ve chosen to tag customers with VIP Gold.
Flow allows you to set up multiple actions at this stage. Within this workflow, we have also opted to send an email to our team when a customer exceeds a certain spend threshold. This is so that your team can arrange for a personal thank you gift to be sent to that specific customer. You can input multiple comma separated email addresses to send this notification to more than one team member.
You can also select add template variable to send additional information to your team regarding the order. For this workflow, we have opted to alert our team of the customer’s total amount spent, and advise us to send a gift to the customer’s email.
Step 2: Tag customers that have exceeded a different spend threshold
Within the same workflow, we've also opted to set up an automation to tag customers that have exceeded a different spend threshold. You can do so by moving down to what’s next? and selecting add condition.
Our new condition will be total spent is greater than [total order amount], with a smaller spend threshold ($350).
Next, we need to define an action for when the customer’s order total is greater than $350. Select add action, then from the menu on the right, select add customer tags and type your desired tag into the field. For this action, we’ve opted to tag customers with VIP Silver.
You’re all done! Save and name your workflow accordingly.
Unsure what to do in Flow?
We’re creating new workflows all the time, below you’ll find a few other interesting automations:
- Use Flow to Segment Your Customers That Convert Quickly
- Using Shopify Flow to Automate Your High Risk Order Reviews
- Use Flow to Automate Your Inventory Management and Reorder Low-Stock Products
- Use Flow to Track Your Repeat Customers
If you’re new to Flow or having trouble setting up a workflow, please feel free to contact our team! Elkfox are Shopify Plus Experts, and we're here to help every step of the way.