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Gain a Competitive Advantage with Simple Automated Scenarios in Shopify Email Automation

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4 minute read // Branding

So, you finally took the plunge and opened a Shopify store. Orders are flowing in and items are being dispatched, but you’re finding that you’re spending more and more time on…emails. Why is that?

Email is an important part of the Shopify experience for store owners. It can be used to complete a variety of activities, including:

  • Thanking the customer for taking the time to fill out the registration form
  • Information about the order is shared with the customer.
  • QR codes are sent to complete bank transactions.
  • Products are being promoted and discounts are being offered.
  • Customers and prospects, on the other hand, frequently utilize email to contact stores, ask questions, and resolve problems.

In other words, an email is a critical tool and channel for building genuine customer interactions and growing your organization. However, there is the issue of time. When done manually, email marketing and communications require a lot of time. They’re so numerous that they can pose a severe difficulty for anyone attempting to scale a Shopify business in a long-term manner.

The solution to this problem is simple: Email automation. Let’s get started learning how to accomplish it.

Politeness is free and gives you everything

A simple “thank you” email can start the process of building lasting relationships with clients (or soon-to-be customers). It’s not necessary to own a Shopify business to understand this: anyone who buys things online understands what I’m talking about. We’ll strive to automate “thank you” emails initially because they’re a terrific beginning point for outstanding customer connections.

Let’s make sure you have everything you’ll need before we start:

  • A Shopify store is an online store that sells products
  • An email address
  • An account with Make (yes, you can sign up for a free account to work on this)
  • Ready? Let’s get started automating!

Setting up your Shopify store’s automated “thank you” emails

Now that everything is in place, we’ll head to our Make dashboard and click the “Create new scenario” option in the top right corner. It’s now time to look for and install the programs we’ll need to automate your “thank you” emails. After you’ve chosen these apps, click the “Continue” icon in the top right corner of your screen. This will take you to the visual canvas, where you may design and test the automated procedure.

Setting up the Shopify module

Alright! You’re all set to automate now. You’ll click on the blank module in the visual canvas in the center of your screen. Once you’ve done that, go ahead and choose the first app we’ll be using: Shopify. You will be given a list of modules to choose from. We’ll select the “watch new customers” module here. To do so, type “watch” into the search box or search for it in the list of alternatives, then select the module.

It’s now time to link your Make account to your Shopify account. Don’t worry; all you have to do now is select the Shopify module, click the “add” button, and authorize Make to connect your accounts.

You’ll need to set up the number of results to be worked during each cycle after your connection is up and running. This determines how many results you’ll get each time the automation runs, and it’s proportional to the number of registrations you expect to occur between cycles.

As an example, imagine you schedule this scenario to run once every 60 minutes. Set this quantity to 30 if your shop receives an average of 20 registrations every hour (or more). This will offer your workflow some breathing room if you get more than 20 registrations at any given hour of the day, allowing it to send “thank you” letters to each new user.

You will be able to schedule the module to run at a time interval of your choosing once this is completed. A free plan allows you to run a scenario every 15 minutes, but a subscription plan allows you to run it every minute.

Setting up the email module

It’s time to configure the email module now that the Shopify module is up and running. To add a new app, first, click on the right side of the Shopify module, then select “Email” from the drop-down menu.

First and foremost, you must connect Make to your email account. You only need to authenticate the connection, which takes only a few clicks, exactly like with the Shopify module.

After you’ve established the connection, you’ll need to set up the “thank you” email that this automatic scenario would send to those who sign up for your Shopify store. It’s fairly simple, albeit we won’t be able to assist you with copywriting.

We’ll tell the scenario to send an email to every newly registered user because we can’t possibly know who would register for your shop in the future. To accomplish so, we must activate the “map” function. Take a look at the image below: A menu of options will be offered to you. Select “email” from the drop-down menu, as seen below:

After that, you’ll need to change the content type to “plaintext” and fill in the following fields:

  • the topic (the email subject line)
  • the content (the message that you wish to send to new registrants)
  • With mappable objects, you may adjust both the subject line and the content. In my situation, I altered the email’s content to address the recipient by his or her first name.

By pressing the “Run once” button in the lower-left corner of your screen, you can now test your scenario. If everything goes well, all you have to do now is save the scenario and turn it on (buttons for doing this are also on the bottom left corner of the visual editor). That’s all there is to it! 

Conclusion 

Make Shopify is great at helping people set up online stores quickly, but store owners must fend for themselves when it comes to some business-related concerns. They require solutions that are both adaptable and strong in order to improve their businesses, and this is what sets Make apart from the competition.

Keep in mind that setting up automatic emails in Shopify is simply one of the many things Make can help you with. Users of Shopify have access to a wide range of templates for automating processes, including above all, there are the automatic scenarios they can design for themselves – not just with Shopify, but with any of Make’s 300+ apps. In the end, this is one of Make’s most significant advantages.

Start with “thank you” emails and work your way up to creating various scenarios to automate things such as:

  • Emails confirming orders
  • Messages such as “Thank you for your purchase”
  • Automated coupon distribution

Good luck with your automation!

Also, you can check more info about the latest Shopify updates here.

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