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FAQs

Use Shopify Flow to Send Account Invites with WOTIO

The Shopify Flow app lets you automate a ton of tasks to help manage your Shopify store. WOTIO is integrated with Flow to make sending account invitations easy! Just follow this simple set up guide below.

Requirements

There are a few things you need to have before you can use Flow and WOTIO to send your account invites.

  • The correct Shopify plan – Stores that have the Shopify, Advanced, or Shopify Plus plans can use Flow.
  • The correct WOTIO plan – The Flow integration is available as part of our Advanced plan.
  • The Shopify Flow app installed
  • The WOTIO app installed

Step 1. Open the Flow app and select ‘Create Workflow’

Step 2. Select ‘Select a Trigger’

Step 3.  Select the trigger ‘Customer Created’ on the right menu

Step 4. Click the + icon on the Flow card to create an action (or condition) for this trigger

For the sake of this guide, we are going to show you how to set up the ‘Action’. See below for some quick info on how conditions work. This guide is not a comprehensive overview of how to use Shopify Flow. You can view an official guide here.

Optional: You can add conditions to your workflow so that invites only go to certain customers

If you add a condition, you can select from many customer attributes to determine the proper conditions to send the account invitations. For example, you might want to only send to customers who have placed an order at least once. First, select the ‘Customer’ conditions:

Scroll down to the ‘numberOfOrders’ condition and select that option. Fill in the details of how many orders your customer should have before WOTIO sends them the email.

This is a really brief example of how you can set conditions using FLOW to determine who receives an account invitation. For support setting up your condition to work properly with WOTIO, please contact us and we’d be happy to help.

Step 5. Select the WOTIO app on the right under ‘Installed App Actions’

Step 6. Select the ‘Send Account activation email based on customer ID’ option

Step 7. Under the configuration settings, enter {{customer.id}} in the field to pass the customer ID to our app

Note: The customer ID is a dynamically generated number. No personal customer information is shared with WOTIO.

Step 8. Click the ‘Turn on Workflow’ button

Step 9. Confirm you want to turn on the workflow

Congratulations! Your workflow is activated, and will begin sending account invites to customers as soon as they are created in your store.

That’s it! If you need any assistance, please don’t hesitate to reach out to WOTIO support.