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Announcement | October 22, 2018

6 Proven Shopify Plus Workflows that Help Boost Sales

Workflow is a powerful Shopify Plus capability that simplifies implementing business process on online stores. Empowered with endless possibilities of creating new experience for customers and optimize efficiency by automating programmable tasks related to products, orders, and customer management, workflow creates various customer experiences that boost engagement and drastically improve sales.

Online store managers don’t need to create every workflow from scratch because Shopify Plus allows importing the most effective and easily customizable workflows, and immediately implement them on their stores. 

Here are our selected workflows that have proven their effectiveness to drive more sales to Shopify Plus users around the world.

1. Track and Reward Your Most Valuable Customers

Repeat customers are one of the most valuable assets of any business so it’s important to know who they are and treat them with special care.

With this workflow, you can easily implement loyalty and retention initiatives by segmenting customers with tags based on their lifetime spending. In the same workflow, you also have option to reward your top customers by notifying your customer service team when customers have passed certain spend thresholds so they can send a personal thank you gift. 

Download here.

Depend on the nature of the business, you can set different criteria to segment your most valuable customers and take appropriate actions. Here are two other workflows template to segment your customers based on:

2. Track and Segment Customers from Marketing Activities

Marketing campaigns other than boosting sales can play an effective role in segmenting customers. This workflow will help you to segment converted customers from different campaigns using customer tags. Third party applications or integrations can then use these tags to segment and offer appropriate incentives to turn them into repeat customers. 

Download here

3. Organize Products for Better Visual Merchandising and Search

Letting your customers encounter irrelevant search results is one of the reasons for them to leave your site. With this workflow, when a new product is added to your store with a title containing certain text values, it will automatically add product tags and organize it into certain categories.

This automates your visual merchandising and how products are organized for shoppers and also helps improve the accuracy of the search result. Download here

Here's an other workflow that adds a corresponding tag to the product (if product variant 'color' is added to store) to make your product line more searchable and easier to add to smart collections. Download here

4. Converting buying customers into repeating customers

Organizing your customers with tags that converted within a certain number of days after first visiting your online store, you can then create specific campaigns for these highly engaged customers to encourage repeat orders.

In this specific workflow, customers are tagged and the order note is updated if the buyer has converted in under three days, has agreed to receive marketing materials, and their order count is one or less (so they must be a first time customer). Download here.

5. Tag Repeat Purchasers and Report Buyer Data in Customer Notes

This workflow automatically tag customers that have purchased two or more times as a “repeat buyer.” These tags can be used internally for your own segmentation and reporting, but can also allow this loyal group of customers to be exported as a Facebook custom audience or email newsletter group for targeted communications or promotions.

It also automatically updates the customer note with valuable data such as their amount of orders placed, average order value, and lifetime spend. Here's what the note will look like:

Orders placed: {{order.customer.ordersCount}}

Average order value: {{order.customer.averageOrderAmount}}

Total spent: {{order.customer.totalSpent}}

Download here

6. Categorize Customers as Full Price, Discount, or Mixed Buyers

Some customers prefer to buy products at discount price and some are less sensitive with promotional programs. Segmenting customers by their purchasing behaviors allows you to personalize pricing or marketing campaigns.

This three-part workflow analyzes recent order and updates customer tags to categorize them as full price, discount, or mixed shoppers.

Download here


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