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Shopify Flow Workflows
Leah Morassut avatar
Written by Leah Morassut
Updated over a month ago

In this guide we'll walk you through how to build different workflows in the Shopify Flow app using Junip's Review Submitted trigger. This guide covers how to create the following workflows:

    • Give points to your customers for leaving a review

    • Add points to a customer's account when they leave a review

    • Reward a customer with points after they leave a review

    • Reward customers with points for reviewing your products

    • Get notified in Slack when a negative review is submitted

Note: if you haven't already, make sure you've added Shopify Flow as an action in your Junip Post-review actions automation - this guide covers how.

Don't have Shopify Flow yet? Visit here to add the app to your store!


Rivo

Give points to your customers for leaving a review

The Rivo team has created this step-by-step guide that walks you through enabling points in your Rivo account & creating the workflow in Shopify.

❗️Please ensure that you have added the Shopify Flow Action to your "Review submitted actions" flow in Junip and that it is turned on.


LoyaltyLion

Add Points To A Customer's Account When They Leave A Review

Build a workflow to reward customers with points in their LoyaltyLion account when they leave a review!

  1. In your Shopify admin, select 'Apps' from the sidebar menu on the left and open up the Flow app. Click 'Create a new workflow' > 'Select a trigger' > under Installed App Triggers, select the 'Junip - Review Submitted' trigger.

  2. This step is optional, however we recommend checking to make sure that a customer is a verified buyer before rewarding them points. Click the plus sign on the Junip trigger and create a condition. Press 'Add a variable' > select 'Verified buyer' and set this condition Equal to True.

  3. Click the plus on the 'Then' condition to create new action. Under the 'Get More Actions' drop down, find the LoyaltyLion listing and click 'Get this app'.

  4. Once you've connected the LoyaltyLion app, refresh the page to see LoyaltyLion under your list of Installed App Actions. Select the LoyaltyLion 'Add points' action.

  5. From here, you can customize how many points to reward a customer when they submit a review.

    Then press 'Turn on workflow' in the top right corner, and you're done!

That's it! Now you've built a workflow that lets you reward points to customers after they leave a review. To test out the workflow, send a test event from your Junip admin under integrations > Shopify Flow.

❗️After setting up this workflow, ensure that you have added the Shopify Flow Action to your "Review submitted actions" flow in Junip and that it is turned on.


Yotpo Loyalty & Rewards

Reward Points To Customers When They Leave A Review

Build a workflow to reward customers with points in their Yotpo Loyalty & Rewards account when they leave a review!

Note: this workflow requires creating a Custom Action Earning Rule in your Yotpo Loyalty & Referral's account, which is only available for merchants on their Platinum and Enterprise plans.

  1. In your Shopify admin, select 'Apps' from the sidebar menu and open up the Flow app. Click 'Create a new workflow' > 'Select a trigger' > under Installed App Triggers, select the 'Junip - Review Submitted' trigger.

  2. This step is optional, however we recommend checking to make sure that a customer is a verified buyer before rewarding them points. Click the plus sign on the Junip trigger and create a condition. Press 'Add a variable' > select 'Verified buyer' and set this condition Equal to True.

  3. Click the plus on the 'Then' condition to create new action. Under the 'Get More Actions' drop down, find the Yotpo Loyalty & Rewards listing and click 'Get this app'.

  4. Once you've connected the Yotpo Loyalty & Rewards app, refresh the page to see it under your list of Installed App Actions. Select the Yotpo Loyalty & Rewards 'Reward points' action.

From here, fill out the template:

  • Name of completed action: this should be similar to the trigger, so we've made it "review_submitted". 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: use {{order.email}} here because Yotpo Loyalty & Rewards uses a customer's email to attribute the trigger to the record in Yotpo Rewards.

  • What type of campaign?: this must be set to "CustomAction".

  • How many points to award?: set the number of points you'd like to reward customers for leaving a review.

  • Description for customer history (optional): you can set the description for the campaign here, or directly in the Custom Action campaign in Yotpo Loyalty & Rewards.

    Before turning on the workflow, you'll need to head to your Yotpo Loyalty & Rewards admin to create a Custom Action Earning Rule.

  • From the main dashboard, go to Set Up Program > Rewards Program.

  • Click on 'Create earning rule'.

  • Under 'Advanced' select 'Custom action', then click 'Next'.

  • Customize each setting of your earning rule. Read here a description of each setting.

Once you've set up your Custom Action Earning Rule, you can now go back into your Shopify Flow admin and turn on the workflow!

That's it! You've built a workflow that lets you reward points to customers after they leave a review. To test out the workflow, send a test event from your Junip admin under integrations > Shopify Flow.

❗️After setting up this workflow, ensure that you have added the Shopify Flow Action to your "Review submitted actions" flow in Junip and that it is turned on.


Smile.io

Reward customers with points for reviewing your products

Create a workflow to reward customers with points when they leave a review!

Note: this workflow requires creating a 'Create Flow action' using Shopify Flow feature, which is only available for merchants on Smile.io's paid plans.

  1. In your Shopify admin, select 'Apps' from the sidebar menu and open up the Flow app. Click 'Create a new workflow' > 'Select a trigger' > under Installed App Triggers, select the 'Junip - Review Submitted' trigger.

  2. This step is optional, however we recommend checking to make sure that a customer is a verified buyer before rewarding them points. Click the plus sign on the Junip trigger and create a condition. Press 'Add a variable' > select 'Verified buyer' and set this condition Equal to True.

  3. Click Then > Action and select Send Smile activity from Smile.io's available actions. Note: if you don't have Smile.io app installed you'd want to click 'Get this app' and proceed with the installation.

  4. From here, in the Customer ID field, use the variable {{customer.id}}. Leave Order ID empty. For Activity type, we'd want to head over to Smile.io Admin to create a Shopify Flow action following the steps below. Tip: I recommend opening Smile.io Admin on a separate tab as it will be easier to copy / paste information from Smile.io Admin to your Shopify workflow.


    Create a flow action in Smile Admin

    • In Smile Admin go to Settings > Platform > scroll down to Shopify flow and click on Create Flow action.

    • Select Customer created as 'Trigger type'

    • Fill out your action title and then click Create.

    • Once you click Create, an Activity type code will be generated. We'll paste this in our Shopify workflow later.

  5. Now that we have the Activity type code, we'd want to copy it and head over to the Shopify workflow to paste it in the Activity type field.

Before turning on the workflow, you want to head back to Smile.io Admin to create an earning rule for the flow action. Instructions below:

Create an earning rule for the flow action in Smile.io Admin

❗️Note: If you do not complete this step your flow will not work and no actions will trigger.

  • In Smile Admin select Next and then click on Create action. You should now see the new earning action you created, I had named mine 'Leave a Review'. We'd want to click on it and set up your earning rules.

Once you've set up your earning rules for the flow action, go back to your Shopify Flow Workflow and enable it by clicking on Turn on workflow.

That's it! You've built a workflow that lets you reward points to customers after they leave a review. To test out the workflow, send a test event from your Junip admin under integrations > Shopify Flow.

❗️After setting up this workflow, ensure that you have added the Shopify Flow Action to your "Review submitted actions" flow in Junip and that it is turned on.


Slack

Get notified in Slack when a negative review is submitted

Build a Workflow that sends a message in Slack when a negative review is submitted.

  1. In your Shopify admin, select 'Apps' from the sidebar menu and open up the Flow app. Click 'Create a new workflow' > 'Select a trigger' > under Installed App Triggers, select the 'Junip - Review Submitted' trigger.

  2. Next, click the plus sign on the Junip trigger and create a new condition. Press 'Add criteria' > select 'Review Rating' and set this condition to 'Less than or Equal to 2'. Then press 'Add criteria'.

  3. Next, click the plus sign on the condition we just created and create a new action. Under the 'Get More Actions' drop down, find the Slack listing and click 'Connect'.

  4. Once you've connected Slack, refresh the page to see Slack under your list of Installed App Actions. Select the Slack 'Send Slack message' action.

  5. From here, you can customize what the message in Slack will say when a new review is submitted. Be sure to use variables to display dynamic information about the review to help offer context for the person or Channel members receiving the message.

    Here's an example of the copy & variables that you can copy/paste into your message section, feel free to adjust this so that it works best for you!

    {{customer.displayName}} just left a {{reviewRating}} star review for {{productTitle}}. Here's their review:

    {{reviewTitle}}
    {{reviewBody}}

    To reach out to the customer to try to resolve the issue they're having (if relevant). The customer's email is {{customer.email}}.

    Reminder that if your team resolves the customer's issue and they want to edit their review, you can send them your store's "Leave a review link" found in your Junip admin here:
    https://admin.juniphq.com/forms

    You can respond publicly to the review from Junip's dashboard here: https://admin.juniphq.com/reviews?queryValue={{customer.email}}

    Choose which Slack Channel or team member you would like to send the message to and enter it in the Channel, or member id field.

  6. If you're sending the message to a channel, you must invite the Flowbot to the Slack Channel you have chosen. You can do this by typing '@flowbot' in the channel, selecting the Flowbot app from the drop-down, and sending the message.

Once you've added the Flowbot to the channel, you can now go back into your Shopify Flow admin and turn on the workflow!

That's it! You've built a workflow that sends a message to the channel or Slack member of your choice every time a negative review is submitted. To test out the workflow, send a test event from your Junip admin under integrations > Shopify Flow.

❗️After setting up this workflow, ensure that you have added the Shopify Flow Action to your "Review submitted actions" flow in Junip and that it is turned on.


Have a workflow in mind?

Reach out to support@juniphq.com to let us know if there's a workflow you're looking to create and we'd be happy to help set this up for you!

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