Notify the admin team when a customer has multiple open orders
This article aims to explain how to tag Customers who have multiple unfulfilled/partially fulfilled orders in your store and then send an email to the admin team to highlight their latest order via Shopify Flow.
Article quick links
- Why highlight Customers with multiple open orders?
- How to set-up the workflow in Customer Tagger
- Notifying the admin when a customer has multiple open orders
- Flow Template
- Need any help?
Why highlight Customers with multiple open orders?
It is quite common for customers to place two or more orders consecutively with the same store. Merchants will often look to group orders from the same customer into a single shipment, thus saving on packing materials and expensive shipping costs.
There is currently no way to highlight multiple open orders from the same Customer when looking at the Orders List View in the Shopify Admin area. Our Customer has other unfulfilled/partially fulfilled orders criteria will tag those customers who have orders that could be processed together with at least one other unfulfilled order.
With Shopify Flow in the mix, we can create a workflow to send an email to the admin team when a Customer has multiple open orders.
How to set-up the workflow in Customer Tagger
To create a workflow using this criteria, click on the Create New Workflow button from the main Workflows view:
Define the trigger to determine at which point you would like the workflow to run, we recommend selecting the trigger when orders are created.
Click the Add criteria to my workflow button:
The Customer has other unfulfilled/partially fulfilled orders criteria can be found within the Customer category in the Select criteria pop-up window:
Click the Use in your workflow button to select this criteria.
You will then be presented with the following screen. There are no further conditions to select from:
There are no other settings to customise with this criteria.
Define the tag name that you would like to be applied when this condition is met in the Tag the customer with section.
In our example, we are going to use the tag name Multiple Open Orders:
Click on the Add fixed tag button.
Saving and naming your workflow
It's worth giving your workflow a name to help you identify it at a later date, so add a workflow name in the New Workflow section, check the summary of your workflow and if happy, either Test your Workflow against an existing order or hit Save Workflow:
Customers who have more than one unfulfilled or partially fulfilled order will now be tagged with Multiple Open Orders.
Notifying the admin when a customer has multiple open orders
To notify the admin team when new orders are placed by Customers tagged with Multiple Open Orders, we need to move over to Shopify Flow and create a new workflow with an action to send an email.
Rather than creating this workflow from scratch in Flow, we have a pre-built Flow template ready for you to use: Create a workflow from template
The template summary page will explain the details of the workflow that the template will create:
Click on the Create workflow from template button and then customise the workflow to suit your needs.
We recommend that you also add an action after the Send Email action to remove the Multiple Open Orders tag from the customer. If you don't, then any new order placed by that customer will trigger the workflow, even if they only have a single open order.
Remember to save and enable the workflow.
That's it! Your Customer Tagger workflow and Shopify Flow Workflow are now live!
30 seconds after a workflow has been processed by Order Tagger, your Workflow in Shopify Flow will be triggered.
Need any help?
If you have any questions about setting up the workflow in Customer Tagger or customising the workflow in Shopify Flow, contact us at firstname.lastname@example.org.