By using the Shopify Flow integration on easyPoints, automations can be created for features that require third party apps, or you can even create features by utilizing flows.
In this article, we will explain some examples of how Shopify Flow can be used.
Adding Customer birthday tags from easyPoints birthday rewards
Trigger: Customer created
Action 1: Flow, Wait for 30 seconds
Condition: Customer note includes "birthday"
Action: Shopify, Add customer tags
Tag to add:
{%- assign note_lines = customer.note | default: '' | split: "<br />" -%}
{%- assign birthday = '' -%}
{%- for line in note_lines -%}
{%- assign line = line | strip -%}
{%- if line !='' and line contains "birthday:" -%}
{%- assign birthday = line | remove: "birthday: " | strip -%}
{%- endif -%}
{%- endfor-%}
{%- if birthday != '' -%}
{{ birthday }}
{%- else -%}
null
{%- endif -%}
After a customer is created, if the customer has any information on birthday, it means that easyPoints has added a memo to the customer with their birthday. We use flow to receive that information and add that as a customer tag, but add some wait time, just in case there might be some small loading issues.
For the final action, you can add tags or you can add an action to update certain metafields.
Users who have experience with coding can take the code and change the tag type or format and even add tags for only birthday months.
Adding tags to guest customers
To understand how to add tags to guest customers using Shopify Flow, please refer to the link below.
Distinguishing guest customers
With this, removing guest customers from receiving mails or, detecting which customers are guests when exporting customers via CSV is possible.
Send a point balance update notification with expiration dates and point balances
easyPoints is compatible with messaging apps that allow setup through Shopify Flow such as CRM PLUS on LINE, and messages can be sent by using Shopify Flow.
By changing the text to include any of the variables, the messages can include personalized information relevant to easyPoints.
Trigger: Point Balance Update
Condition: Point value is greater than or equal to 1 and, the Type is at least one of the following: fulfillment, manual, reward, flow, CSV or API.
Action: CRM PLUS on LINE, Send a text message
Variables: pointValue, pointBalance, expiresAt
There is an "Add Variable" button at the bottom right corner of the message itself, variants can be chosen there or directly typed in.
For the expiration dates, the format can be changed as shown below:
There are many other formats to display the dates. Please access the Shopify help page for more information. (There are some formats that cannot be used in Shopify Flow)
{{expiresAt | date: "%a, %b %d, %Y"}}
Example: Fri, Oct 1, 2025
{{expiresAt | date:"%b, %d, %y"}}
Example: Oct, 1, 25
When the %y is lower case, it shows the 25 at the end of 2025, when it is %Y, it is displayed as 2025.
The comma can be removed, if unnecessary.
For more information about Shopify Flow and LINE, please read the following articles.
> Automatic point allocations for LINE registration
> Notification for points using LINE
Add customer tags for tiers
Trigger: Tier Update
Action 1: Remove customer tags "{{previousTierName}}"
Action 2: Add customer tags "{{currentTierName}}"
When customer tiers are updated, this flow will remove the old tier the customer had and add a new tag with the current tier.
With this automation, tier names can be used for precise segmentation. You can also create a flow to segment customers based off of tags which could be very useful for sending mails to segmented customers.
Notify customers about tier updates
When a flow is set without a condition, notifications will be sent out for tier downgrades as well.
To prevent this, we will set a condition to only notify customers with tier upgrades.
Action: Tier Update
Condition: Current tier name is "(any tier name of your choice)"
Action: Add any action of choice
Send messages or mails using the tier update as a trigger or any action of your choice. If messages are being sent, using the {{currentTierName}} and such variables can be very helpful for the customers to understand the changes that have been made.
In this example, notifications will be sent out to every tier that has been set. However, if conditions for checking previous tiers are set, you can choose to only send notifications for rank ups.
Using metafields as flow conditions
Trigger: What ever Shopify trigger that contains customer information
Condition: e.g. {{ Customer metafield for point balance }} is greater than or equal to 1000
Action: Any action you like
easyPoints only allows point related variables in the easyPoints triggers, but by defining the point related information as individual metafields, you can use the point balance / expiration in Shopify triggers that contain the customer information.
Expiration warning
* You must first define the point expiration date metafield, and create a segment with it
> Applying customer's point information into metafields
> Creating segments based on Point balance / expiration
Trigger: Customer joined segment (Select the segment for expiration)
Action: Any action you like
Segment rules can be adjusted, and anytime a new member joins the segment, flow will automatically trigger the flow. For example, if you have the segment to include customers that will have their points in the next 30 days, flow will execute the action when ever a customer's expiration date becomes less than 30 days from the current date.
easyPoints provides many ways to send out expiration warnings, mainly through third party app integrations, but by using this segment function, you can send them out through basically any app that allows sending messages through flow.
For more information about Shopify Flow and LINE, please read the following articles.
> Point and Tags with Shopify Flow