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Introduction to the Shopify Flow integration

Shopify Flow is an application provided by Shopify and is designed to automate tasks effectively. The point adjustments for easyPoints can be served as an action for the flow and point allocations unrelated to the rewards feature can be possible with Shopify Flow.

Moreover, the input of birthday information tags and guest user indication is possible with the automation of tag attachments for smoother point allocations and emails. 

As of now, Shopify Flow is available for Shopify plans-standard, premium, and Shopify Plus. 

 

How to set up Shopify Flow

In Shopify Flow, the 3 elements can be configured:

  1. Trigger: Indicates when the trigger will be started
  2. Condition: Allows for setting conditions to filter customers for the trigger.
  3. Action: Represents the outcome of the flow, the final action. 

By combining these three elements, an action can be automatically executed at a specific timing. 

 

easyPoints triggers and actions

Triggers 

  • Point Balance Update
    = A trigger that activates whenever points are updated
  • Tier Update
    = A trigger that activates whenever a tier has been updated

Triggers have different conditions and variables that can be used within an action.

To learn more about each variables for the triggers, please read the following:

> Trigger variables available in Shopify Flow

 

Action Settings 

  • Adjust Point Balance
    = Change the amount of points a user has 

Additionally, the following are required when setting up this action:

  • Customer ID / Email（The ID of the customer or their mail address）
  • Point Value（The amount of points to add or withdraw）

Screenshot 2024-01-29 at 12.21.02.png

 

With the Customer ID / Email, you are able to select a customer account. However, if the situation does not require a certain customer ID, please click "Add a variable". After that, please choose {{customer.id}} from the "id" section within the "customer" selection. 

By doing this, the point adjustment will be made to the accounts that are related to the trigger. 

For some apps, the trigger does require an email address, but for most apps, the id is valid and we recommend using it. 

 

Screenshot 2024-01-29 at 12.22.00.png

  • The Reference ID is not mandatory.
  • Point adjustments using Flow can be repeated easily, so please care for excessive allocation of points. 
  • There are some cases where the {{customer.id}} is not used, and this depends on the trigger.

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