Step 1: Set up a Shopify Trigger
First of all, we need to set our trigger for the flow. You can trigger automated flows in charles based on key events from your Shopify store.
Here's how to set it up:
Go to Journeys.
Create a new flow and click on “Select Trigger”.
In the trigger options, choose:
EXTERNAL > Shop System Trigger
Open the dropdown menu and select the Shopify event you want to use, on this case it would be Order confirmed, Parcel sent or Tracking URL changed.
Choose your trigger based on your goal:
• Order Confirmed: Triggered when customer completes purchase
• Parcel Sent: Triggered when order is marked as fulfilled
• Tracking URL Changed: Triggered when tracking information is updated
Important: When setting up a flow with Shopify triggers, the first message have to be configured as an update with a Utility Category, as it's cheaper than the other template categories:
Step 2: Check for your user opt-in status
According to Meta's guidelines, users must provide at least one opt-in before you can send them these updates.
You can do that using Opt-in Check node:
Step 3: Configure your template by using variables:
Once your triggers is set up and your flow is checking the Opt-in status of your users, it's time to set up the actual update message.
To do that you can simply use a Send Update node. However, we want to use the different variables available to send relevant and personalised information to your customers.
To set these up, click on the </> Button on top of the message, you'll be able to select between variables related to Order or Fulfilment depending on what you want to use:
Order related variables:
Fulfilment related variables:
If you want to add the tracking URL, add a Call to Action Button, and make sure it's type is Dynamic.
Then when you click on Tracking URL, you'll be able to set up the link variable that's coming directly from Shopify.
Important: Don't forget to add a fallback URL in case the tracking link is not available.
Inspiration:
Use case: Order Confirmed
Use case : Tracking URL Changed
Side Tips:
Send Order Confirmed immediately after payment
Trigger Parcel Sent within 1-2 hours of fulfillment
Personalize with customer data