Creating Loyalty & Referrals Workflows in Shopify Flow

With the release of the  Shopify Flow and Yotpo Loyalty & Referrals connector, it's easier than ever to reward your customers with points for completing any combination of actions, conditions, and triggers made on Shopify. 

Before you start

To set up a Shopify workflow:

1. Head to the Apps section of your Shopify admin
2. Launch the Flowapp to get started.
3. Click on the Create Workflow button.
4. Select Add triggerto start your workflow.
   • This should be the event you want to reward your customers for at the end of the workflow

Example flow

For example, we selected Order Paid as the trigger:

You can also add as many conditions as you'd like for this action to target the type of order you are trying to award (think a specific product or collection):

5. Once you've chosen the triggers, click on +Add Action to select the action you'd like to occur when the workflow is triggered. Since you're here to reward your customers with Loyalty rewards, scroll down to the Loyalty & Referrals by Yotpo action and select Reward Point:
   
6. Fill out the fields on the right:
   • Name Of Completed Action - this should be relevant to the trigger you chose. In our example, we named it "made_an_order". You will also need to save this name for later to include in the "Custom Action" campaign in Yotpo Loyalty & Referrals
   • Email Address Of Customer - you'll always want to use {{order.email}} here because Yotpo Loyalty & Referrals uses the email address to attribute the trigger to the record in Yotpo Referrals
   • What type of campaign? - As stated in the Flow editor, this must be set to "CustomAction"
   • How many points to award? (optional) - You can set the number of points you'd like to award here, or directly in the Custom Action campaign in Yotpo Loyalty & Referrals afterward.
   • Description for customer history (optional) - You can set the description for the campaign here, or directly in the Custom Action campaign in Yotpo Loyalty & Referrals afterward.
     Please note:

     • Yotpo custom actions can sometimes fire before Shopify Flows is able to apply relevant order tags. We recommend adding a 1-minute delay within the flow before any Yotpo Rewards Points step so that Shopify has time to add any relevant tags
     • We recommend setting the last two fields in Yotpo Loyalty & Referrals so that you can make changes to this reward amount easier in the future.
     
7. Click Save (in the top-right), title your workflow and toggle your workflow to On.

Connecting the flow to Yotpo Loyalty & Referrals

1. In the Yotpo Loyalty & Referrals main menu, go to Rewards Programs and click Create earning rule.
2. Select Custom Action.
3. Fill in the Custom Actioncampaignfields appropriately:
   • Under Action Name, we would use the same name we used for Name of Completed Action in the Flow editor. In our case, that was made_an_order:
     
4. Click Create.

You're all set. Anytime customers trigger this flow, they will receive the designated points as set in Yotpo Loyalty & Referrals.