Automate
Shopify
Email or SMS Review request using Shopify
6min
Link your Shopify account to enable automated review requests via Email or SMS when a new customer is created on Shopify.
Automation Configuration Steps
- On the left panel, click on "Automate."
- In the Automate settings page, go to "Your Automations" -> "Automations."
- Click on "New Automation" to initiate the setup process.
- Rename the automation as you prefer, for example, "Shopify SMS requests."
- Add a trigger: Choose an app (in this case Shopify) to send your data and select an event to initiate your automation. (See "Add a Trigger" below for more details)
- Add an action: Choose an app (in this case Online Reviews) to receive your data and specify an action to perform automatically. (See "Add an Action" below for more details)
Add a Trigger
- Choose Shopify as the app to send your data.
- Select the "Order fulfilled" event to trigger your automation.
- Connect your Shopify account. This connection is essential for the automation to retrieve and send data to your Shopify account. The provided key grants access to your Shopify system, enabling seamless data utilization in the automation.
- After you click on "Select Shopify account connection," click on "Add a connection."
- In the "Create a connection to Shopify" pop-up:
- Create a unique name for your connection. We recommend using different names for your connections to avoid confusion. You can change this later.
- Type your Store URL in Shopify
- Paste your Shopify access token, then click continue.
- If the connection is successful, you will see the message "Connection successfully created." Click on "OK, thank you."
- Click on "Add a trigger" to save.
- Set your field settings to download only once then save.
Additional Filters, Actions and Features
- Additionally, you can enhance your automation by adding more action, adding filters, or using tools to introduce features such as time delay. Time delay postpones an action for a period determined by the user, allowing the flexibility to schedule the next step in the automation.
Adding an Action
- Click on "Add action." In the Add Action Settings Pop-up:
- Choose an app (in this case, Online Reviews) to receive the data.
- Choose an action (in this case, it is either Send SMS or Send Email) you want to perform.
- Connect your Online Reviews account; leave this option as it is.
- Click "Add an action" to save the changes.
Afterward: An "Online Reviews: Send SMS" or "Online Reviews: Send Email" pop-up will appear. Match the fields with their corresponding fields from Shopify depending on the action you chose. (The image below shows fields for SMS)
The automation setup is complete. Click on "Start" to launch it.
The below confirmation message will be shown indicating your automation is complete and on. You can either go to the main screen or check the automation logs.
Updated 18 Apr 2024
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