Workflows for Shopify

Maximize your Shopify integration with BizMagnets by automating workflows for cart recovery, COD confirmation, and more. Effortlessly enhance customer engagement and streamline your processes.

Cart Abandonment Messages

1. Navigate to Integration on your BizMagnets dashboard. Click on the integrated Shopify Application and select Workflow.

2. In Workflows, scroll to Cart Abandoned and click Use next to it.

3. Select a template for abandoned_cart_recovery from the gallery and click Use.

4. Map the appropriate variables to the template.

5. Set the Send After Time (the time delay before sending the abandoned cart message). We recommend 10 hours, but you can choose 1 hour, 6 hours, or 24 hours.

6. Click Add Action and choose the action to be performed after sending the message, such as updating contact tags, conversation tags, contact email, and more.

By following these steps, you can automate cart recovery and boost customer engagement seamlessly.

Order Confirmation Notifications

1. Navigate to Integration on your BizMagnets dashboard, then select the Integrated Shopify Application and go to Workflow.

2. `Click on Workflows, scroll to Order Create, and select Use next to it. From the gallery, choose a template containing the order_confirmed_message, then click on Use. Map the correct variables for the template as demonstrated in the GIF below.

3. Click on Add Action to select the action you want the workflow to perform after sending the message, such as updating contact tags, conversation tags, contact email, and more.

Delivery Update Notifications

1. In your BizMagnets dashboard, go to Integration and select the Integrated Shopify Application. Navigate to Workflow.

2. Click on Workflows and select Use next to Order Fulfilled. Choose the order_fulfilled template from the gallery, map the appropriate variables, and click Done.

3. Then, click on Add Action to specify what you’d like the workflow to do after sending the message, such as updating contact tags, conversation tags, contact email, and more.

Order Cancellation Notifications

1. In your BizMagnets dashboard, go to Integration and select the Integrated Shopify Application, then navigate to Workflow.

2. Click on Workflows, select Use next to Order Cancelled, and choose a template with the order_cancelled message from the gallery. Map the necessary variables, then click Done.

3. Next, click on Add Action to choose what the workflow should perform after sending the message, such as updating contact tags, conversation tags, contact email, and more.

Order Delivered Notifications

1. In your BizMagnets dashboard, go to Integration and select the Integrated Shopify Application, then navigate to Workflow.

2. Click on Workflows, select Use next to Order Delivered, and choose a template containing the order_delivered message from the gallery. Map the appropriate variables and click Done.

3. Then, click on Add Action to choose the next action for the workflow, such as updating contact tags, conversation tags, contact email, and other options.

Order Out for Delivery Notifications

1. In your BizMagnets dashboard, go to Integration and select the Integrated Shopify Application, then navigate to Workflow.

2. Click on Workflows, select Use next to Order Out for Delivery, and choose a template that contains the order_out_for_delivery message from the gallery. Map the necessary variables and click Done.

3. Next, click on Add Action to specify the action you want the workflow to perform after sending the message, such as updating contact tags, conversation tags, contact email, and more.

Shopify COD Confirmation

1. In your BizMagnets dashboard, go to Integration and select the Integrated Shopify Application, then navigate to Workflow.

2. Click on Workflows and select Create Workflow. Choose Order Create in the Shopify Custom Event, and for the conditions, set Financial Status as the Comparator, Equal as the Operator, and enter Pending as the value.

3. Select the Order Confirmation WhatsApp Template and map the defined variables. For the action, you can update the Tag to COD Confirmation for the contact.