Workflows for Shopify

Maximize your Shopify integration with Gallabox: From cart recovery to COD confirmation. Automate and enhance customer engagement effortlessly.

Maximize Your Shopify Integration with Gallabox: From Cart Recovery to COD Confirmation, Effortlessly Automate and Enhance Customer Engagement.

Important points to note:

  1. You can create upto 3 custom workflows for Shopify.

  2. When adding the same custom workflows twice using different templates and trying to trigger the workflow, functionality dictates that the template from the first created workflow will be triggered.

  3. When both the custom order creation workflow and the default order creation workflow are enabled, priority is given for the custom workflow and the template.

Cart Abandonment Messages

Video Guide

Step - by - step Guide

  1. Go to Integration on your Gallabox dashboard. Click on the Integrated Shopify Application and go to Workflow.

  1. Click on Workflows and scroll to Cart Abandoned and click on Use besides that. Look for a template having message for abandoned_cart_recovery from Gallery. Click on Use. Map the right variables for the template as shown in the below GIF.

  1. Set Send after time (The time after you want to send the abandoned cart message). We recommend sending the message after 10 hours but you can choose from 1 Hour, 6 hours, or 24 hours.

  1. Click on Add Action. Choose the action you would like the workflow to perform after sending the message like Updating contact tags, conversation tags, or contact email and so on..

Congratulations!! You have created the workflow :)

Order Confirmation Notifications

Video Guide

Step - by -Step Guide

  1. Go to Integration on your Gallabox dashboard. Click on the Integrated Shopify Application and go to Workflow.

  1. Click on Workflows and scroll to Order Create and click on Use besides that. Look for a template having message for order_confirmed_message from Gallery. Click on Use. Map the right variables for the template as shown in the below GIF.

  1. Click on Add Action. Choose the action you would like the workflow to perform after sending the message like Updating contact tags, conversation tags, or contact email and so on..

Congratulations!! You have created the workflow :)

Delivery Update Notifications

Video Guide

Step -by -step guide

  1. Go to Integration on your Gallabox dashboard. Click on the Integrated Shopify Application and go to Workflow.

  1. Click on Workflows and click on Use besides Order Fulfilled. Look for template order_fulfilled from Gallery. Map the right variables and click on Done.

  1. Click on Add Action. Choose the action you would like the workflow to perform after sending the message like Updating contact tags, conversation tags, or contact email and so on..

Congratulations!! You have created a workflow :)

Order Cancellation Notifications

Video Guide

Step -by -Step guide

  1. Go to Integration on your Gallabox dashboard. Click on the Integrated Shopify Application and go to Workflow.

  1. Click on Workflows and click on Use besides Order Cancelled. Look for template having message for order_cancelled from Gallery. Map the right variables and click on Done.

  1. Click on Add Action. Choose the action you would like the workflow to perform after sending the message like Updating contact tags, conversation tags, or contact email and so on..

Congratulations!! You have created the workflow :)

Order Delivered Notifications

Video Guide

Step -by - step Guide

  1. Go to Integration on your Gallabox dashboard. Click on the Integrated Shopify Application and go to Workflow.

  1. Click on Workflows and click on Use besides Order Delivered. Look for template having message for order_delivered from Gallery. Map the right variables and click on Done.

  1. Click on Add Action. Choose the action you would like the workflow to perform after sending the message like Updating contact tags, conversation tags, or contact email and so on..

Congratulations!! You have created the workflow :)

Order Out for Delivery Notifications

  1. Go to Integration on your Gallabox dashboard. Click on the Integrated Shopify Application and go to Workflow.

  1. Click on Workflows and click on Use besides Order Delivered. Look for template having message for order_out_for_delivery from Gallery. Map the right variables and click on Done.

  1. Click on Add Action. Choose the action you would like the workflow to perform after sending the message like Updating contact tags, conversation tags, or contact email and so on..

Congratulations!! You have created the workflow :)

Shopify COD Confirmation

  1. Go to Integration on your Gallabox dashboard. Click on the Integrated Shopify Application and go to Workflow.

  1. Click on Workflows and click on the Create Workflow.

  1. You have to select Order Create in the Shopify Custom Event and for conditions, choose Financial Status as Comparator, Equal as Operator, and for the value Pending.

  1. Select the and map the variables defined.

  1. For the action, you can update the Tag - COD Confirmation for the contact.

Congratulations!! You have created the workflow. Let's move onto the next step of automation.

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