Use Flow to Segment Your Customers That Convert Quickly

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.

Shopify Flow

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 Segment Customers That Have High Intent and Converted Quickly

At the end of the day, your most important customers are those that actually convert to paying customers, preferably on a regular basis. Sure, you might have plenty of users browsing your site, but none of this matters if they’re not actually following through with their purchase.

Visitors with high purchase intent deserve extra attention. So, what can do you to ensure you retain these valuable customers?

Using Shopify Flow, you can set up a workflow to organise customers with tags, who converted within a certain number of days after first visiting your eCommerce store. You can create specific campaigns to target those highly engaged customers and encourage repeat purchases.

Ready to get started?

Set up your automation to tag customers with high intent that converted quickly

1. Define a trigger to prompt a workflow to initiate

Navigate to the menu on the right, where you can view all possible triggers. In this case, we want to select order created.

2. Add a condition to define where you would like the automation to start

In this workflow, the condition we have selected is buyer accepts marketing, as we want the workflow to be triggered when a buyer agrees to receive marketing material. This is so that you can target your customer at a later stage with specific marketing campaigns. By navigating to the menu on the right, scroll to the order section and select buyer accepts marketing.

Next, we need to define a rule for our condition. For buyer accepts marketing, we need to set up an automatic trigger when a buyer agrees to receive marketing material by selecting is true from the dropdown box on the right.

You may want to specify multiple conditions in your workflow. You can add a second condition by selecting add another condition under your first condition from the menu on the right.

In this workflow, we also wanted to use the customer’s order count as a condition in order to confirm that they are a first-time buyer. Using the menu on the right-hand side, scroll down to the order customer section and select orders count.

Again, you must specify the rule for your chosen condition. For our second condition, orders count, we have selected less than or equal to from the dropdown menu and typed the desired order count into the field below. This is so that we can confirm the buyer is a first-time customer.

If you want to get even more specific, you can add a third condition. For the purpose of this workflow, we wanted to use the customer’s conversion time in order to deem a buyer a ‘high intent’ customer. By navigating to the menu on the right, select add another condition, scroll down to the order customer journey section and select days to conversion.

To specify the rule for this condition, select an option from the dropdown box and type in your desired days to conversion. We've set our rule to be less than or equal to 3, of course yours may vary.

3. Initiate an action when a customer has high intent and converted quickly

The next step is to select an appropriate action for our conditions by selecting add action under the then condition and choosing an option from the menu on the right.

For this workflow, we have opted to add customer tags to customers with high intent who converted quickly. You can use these tags to segment your email subscribers when sending targeted marketing campaigns. Next, type your desired product tag into the tags field. In this workflow, we have chosen to tag the customer with converted in under 3 days.

You can set up multiple actions at this stage. Within this workflow, we have also opted to update the order note for orders carried out by customers who made their first order within 3 days of visiting our online store. Select update order note from the menu and type the note you would like to be included in the order into the note field.

You're all done! You've created your amazing new workflow. Don't forget to 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:

Require Assistance?

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, we’re here to help.