This page was printed on Dec 11, 2019. For the current version, visit https://help.shopify.com/en/manual/apps/apps-by-shopify/flow/examples.
Learn about the types of workflows that you can create by reviewing some examples.
Risk
You can use Flow to notify you when you receive a high-risk order. In your workflow, use the Order risk analyzed trigger to check the risk level of an order. This trigger uses the results from the Shopify Risk Analysis only (results from third-party apps are not used).
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When you receive a high-risk order, you can choose to have Flow do the following tasks:
- Tag the order so that it can be processed later and notify your staff or to send the order details to an app.
- Prevent the payment from being processed (as long as your store is set up to capture payments manually).
- Cancel the order (as long as the order is set up to be fulfilled manually).
- Liquid is an open-source template language created by Shopify and written in Ruby. It is the backbone of Shopify themes and is used to load dynamic content on storefronts. Liquid has been in production use at Shopify since 2006 and is now used.
- Shopify Liquid Code Examples is a searchable library of code examples based around theme components helping you to build themes faster, more reliably, and with accessibility in mind. Additional resources. The Shopify Cheat Sheet - a single-page Liquid reference Shopify Design Tutorials on Youtube.
If your store is set up to manually capture payments, then you can use Flow to prevent capturing the payment for high-risk orders. Create a workflow that checks the order's risk level and only capture payment when the risk is low or medium. In your workflow, use the Capture payment action to capture the payment.
If your store is set up to automatically capture payments and it is set up to manually fulfill orders, then you can use Flow to cancel the order. (You can't prevent the payment from being captured in this case). In your workflow, use the Cancel order action to cancel the order. When you use this action, the order is cancelled, but it isn't refunded and by default the ordered items aren't restocked:
- Flow doesn't refund orders. After Flow cancels an order, you need to manually refund it.
- By default, Flow doesn't restock items. It is assumed that when you refund the order, you'll also restock the items. When you manually refund an order, the default is to restock the items. This process is easy to follow, but it means that your inventory isn't updated until you refund the orders. If your inventory needs to be updated faster, then you can have Flow restock the items when it cancels the order. If you choose this option, then you need to remember to deselect the restock items option when you refund the order. Otherwise, the items will be restocked twice and your inventory numbers won't be correct.
You can also cancel orders based on other criteria, such as the email or IP address of the customer.
To keep track of orders that Flow cancels, you can add actions that do the following activities:
- Tag the cancelled orders.
- Send a message or log the issue to an app, such as Google Sheets or Trello.
Template examples:
Inventory and merchandising
Flow can help you tag products when they are out of stock and when they are restocked. You can then use the tags to control how these products appear to your customers:
- you can use collections to hide out-of-stock products or your theme to hide out-of-stock product variants
- you can use your theme to tell customers that the product is out of stock and that it has been reordered.
In your workflow, use the Inventory quantity changed trigger to create a workflow that tracks inventory changes. This trigger needs to check the following conditions:
- Product variant inventory quantity
- Product variant inventory quantity prior - Use this condition to make sure that your workflow runs only the first time that the inventory matches the Product variant inventory quantity condition. If you don't use the quantity prior condition, then your workflow could run more often than expected.
When you create this type of workflow, the condition needs to check both the amounts before and after the inventory changes. If you check only the current inventory amount, then your reorder email could be sent each time the product is ordered until the product is restocked. For example, to be notified when a variant's inventory is less than 5, set Product variant inventory quantity to 5 and set Product variant inventory quantity prior to >5. There are 7 T-shirts in your store and Jose orders 2 T-shirts. The inventory is now 5, so a reorder email is sent. Later, Karim orders 1 T-shirt. The inventory is now 4, but no reorder email is sent.
To be notified when a variant's inventory is more than 100, set Product variant inventory quantity to >100 and set Product variant inventory quantity prior to <100.
Template examples:
Loyalty and promotions
You can use Flow to track discount codes and to reward your customers for their support. Many popular loyalty apps have Flow connectors that you can use to reward your customers based on their spending and activity in your store. For example, you can give a customer loyalty points for ordering a specific product, creating a positive review, and so on.
Template examples:
Customers
You can have Flow add tags to your customers when the customer is created, when they create an order, or when you cancel their order. You can tag customers based on their characteristics, such as their postal code, email address, and their order history.
Template examples:
You can also tag customers based on the characteristics of their current order, such as its total amount and the sales channel used.
Template examples:
Orders
When an order is created or refunded, you can have Flow tag the order and notify your staff or send details to an app. In your workflow, you can create conditions based on the characteristics of the order or of the customer who made the order.
Template examples:
If you automatically fulfill your orders, then you can also have Flow archive those orders.
Products
When you create a product, you can have Flow tag the product and add it to manual collections. For example, when a new product's title contains the word T-shirt, Flow can add a T-shirt product tag and then add the product to your Summer collection. In your workflow, use the Tag product and Add to collection actions to add tags to your products.
Templates:
Template variables and Liquid examples
Examples of workflow actions that use template and Liquid variables.
- In the following example, you have a workflow that sends an email when a customer spends more than $500 on an order.
When a customer, Jeanne Dupont, creates an order for $1000, the following message is sent by the workflow:
- In the following example, the title of the discontinued product appears in the message:
- In the following example, the title of variant appears in the message:
- In the following example, the customer's name and email address along with the total of their last order appears in the message:
- In the following example, the title of the product appears in the message:
- In the following example, the order ID appears in the message:
- In the following example, the order number and the customer's name and email address appears in the message:
- In the following example, the name of the customer, their email address, and the total price of their last order appears in the message along with a link to the order in your Shopify admin:
For Loop examples
When an offer is received, it can be useful to send a message that contains the products ordered. You can do this by using
for loops
and the lineItems template variable.Text fields that support template variables also support for loops and the forloop object.
Here's an example that uses a for loop to list the SKUs and quantities in all the lineitems:
When the message is sent, the for loop code is replaced with the list of SKUs:
In this example, the for loop is used to list all the lineitems:
In this example, an
if
is used inside the for loop
to list lineitems from a specific vendor:Related links
In addition to the examples on this page, you can also find workflows in the following ways:
- Explore templates to find automations that you can use right away or that you can customize for your store.
- View examples on our Connectors page.
- Import and export workflows and share them with other merchants or partners.
- Visit our blog to learn about interesting use cases.
Related links:
This page was printed on Dec 11, 2019. For the current version, visit https://help.shopify.com/en/manual/apps/apps-by-shopify/digital-downloads.
With Shopify's Digital Downloads app, you can upload digital files like videos, songs, and graphic art as products in your store. When a customer purchases the digital product, they receive a link to download the file.
The three main sections in the Digital Downloads app are:
- Dashboard - View, edit, and set up digital products.
- Orders - See all orders containing digital products that have been purchased through your store.
- Settings - Personalize email templates and checkout options.
Install the Digital Downloads app
- From your Shopify admin, click Apps.
- Click Visit Shopify App Store.
- Enter 'Digital Downloads' in the search bar, and then click Digital Downloads in the drop-down list.
- On the Digital Downloads page, click Add app.
- Click Install app.
Add a digital product
To add a digital product to your online store, first you need to create a product, and then return to the Digital downloads app to add the digital attachment to the product's details page.
You can attach only one file per variant. You can use a .zip file or another archive file format to bundle files together under a single filename.
Steps:
- From your Shopify admin, click Products.
- Click Add product.
- Enter the information for your digital product, such as Title, Description, and Pricing.
- Under the Shipping heading, uncheck the box next to This is a physical product.
- To make the product temporarily unavailable until the digital attachment is added: at the top of the product page next to Sales channels, click Manage, uncheck the boxes next to your sales channels, then click Done.
- Click Save product.
- Under the product title, click More actions.
- Click Add Digital Attachment. This takes you to the Digital Downloads app page.
- Click UPLOAD FILE.
- Select the file you want to attach to this product.
- Click VIEW IN YOUR SHOPIFY ADMIN.
- Now that you have added the attachment, you need to make the product available:
- Next to Sales channels, click Manage.
- Check the boxes next to the sales channels where you want to make your product available.
- Click Done.
Add a digital file to an existing product
As well as creating digital products, you can attach a digital download to products that are already in your online store. This includes physical products. For example, if you are selling vinyl records, then you can use the Digital Downloads app to attach an MP3 copy of the album that the customer can download.
You can attach only one file per variant. You can use a .zip file or another archive file format, which can bundle files together under a single filename.
Steps:
- From your Shopify admin, click Products.
- Click the title of the product you want to add an attachment to.
- Under the product title, click More actions.
- Click Add Digital Attachment. This takes you to the Digital downloads app page.
- Click UPLOAD FILE.
Note
If you have multiple variants, then you can select which variants to attach a digital file to. You need to individually upload the file to each variant that you want to link to the file. - Select the file that you want to attach to this product.
Adjust the fulfillment settings for your digital products
You can review your digital attachments and adjust your fulfillment settings on the Digital Downloads app page. The options for fulfillment of a digital product are:
- Automatically create fulfillments - If you select this option, then after a successful payment, customers who purchase this product are automatically emailed a download link and the order is marked as fulfilled. Use this option for entirely digital products, such as an MP3 or a PDF.
- Manually create fulfillments - If you select this option, then you need to manually mark the order as fulfilled before a download link is emailed to the customer. Use this option when the product is a mix of a digital and physical products, such as a vinyl record with an MP3 download.
Steps:
- From your Shopify admin, click Apps.
- Click Digital Downloads.
- Click the digital product you'd like to review.
- Click the gear icon and select Settings in the drop-down menu.
- From the Settings dialogue box, select the fulfillment option you want.
- Hyundai santa fe reviews. Click SUBMIT.
Note
If you have multiple variants, then you need to individually select your preferred fulfillment method for each variant.
If you want to use Manual fulfillment because the product contains a physical component, but you also want to send the digital component to the customer immediately after purchase, then you can send the customer a manual download link.
Steps:
- From your Shopify admin, click Apps.
- Click Digital Downloads.
- Click the name of the digital product that you'd like to create a download link for.
- Click the gear icon and select Manual URLs.
- Click GENERATE URL.
- Copy the URL that is generated and send it to the customer. This lets the customer securely download the digital attachment.
Note
Manual download URLs are unlimited use, and let a customer freely download a file. You can disable the link by clicking the trash can button beside it.
Set a download limit
You can review your digital attachments and set a download limit on the Digital Downloads app page. A download limit controls the number of times that a customer can download a digital product.
Steps:
- From your Shopify admin, click Apps.
- Click Digital Downloads.
- Click the digital product that you'd like to set a download limit for.
- Click the gear icon and select Settings in the drop-down menu.
- In the text box next to Total limit, enter the number of times that you would like the customer to be able to download this file. For example, if you enter
2
, then the customer can download the file twice.
Note
To allow unlimited downloads, enter
0
as the download limit. This is the default setting.- Click SUBMIT.
Note
If you have multiple variants, then you need to individually set a download limit for each variant.
Modify Digital Downloads orders
The Orders section provides you with an overview of all orders containing digital downloads that have been purchased through your store. This section shows you:
- order number
- date and time
- customer's name
- customer's email
- number of downloads per order
Like the Orders page in the admin, you can click each entry to view that order's details.
Each order shows you:
- customer name
- customer email
- option to resend the fulfillment email
The Orders section also tells you any time a download was completed, the customer's IP, as well as which browser and operating system were used to download the digital item.
Resend a download link
- From your Shopify admin, click Apps.
- Click Digital Downloads.
- Click Orders.
- Click the order number of the order you'd like to reissue a download link for.
- Click RESEND DOWNLOAD EMAIL.
Cancel a download
You can deactivate a customer's download link to prevent them from being able to download the product.
Steps:
- From your Shopify admin, click Apps.
- Click Digital Downloads.
- Click Orders.
- Click the number of the order that you'd like to cancel the download for.
- Under the Download Details heading, click CANCEL.
If you want to reactivate a customer's ability to download a digital product, then return to the order page in the Digital Downloads app and click ACTIVATE under the Download Details heading.
Export a CSV file of orders
The CSV file export option, which is at the bottom of the Orders page, generates a spreadsheet file of all digital orders that have been processed by the app. This means that even if the customer has not yet downloaded the product, there is still a record of the customer's order in this report.
The report includes:
- order date and time
- number of downloads
- customer's email address
- customer's first name
- checkout ID associated with the order
- customer's last name
- total number of line items in the order
- order total (including shipping and tax)
- SKUs included in the order
- order number (listed as title)
- date of last update
Steps:
- From your Shopify admin, click Apps.
- Click Digital Downloads.
- Click Orders.
- Click Export your orders.
Edit email templates
The Settings section provides you with ways to personalize the emails that you send to customers. There are two email templates associated with digital products:
- Downloads ready. Customers receive this email when their digital product is ready to download.
- Attachment updated. Customers receive this email when a digital product they've purchased has been updated.
Steps:
- From your Shopify admin, click Apps.
- Click Digital Downloads.
- Click Settings.
- Click the name of the email template you want to edit.
- Make the desired changes.
Note
You can use Liquid variables to customize emails. For example, if you add{{customer.first_name}}
in your email template, then the customer's first name appears in its place. You can use this comprehensive list of all email template variables as a reference. - Click Save.
Display a download link on the checkout page
You can set whether customers can download the digital product directly on the checkout page.
Steps:
- From your Shopify admin, click Apps.
- Click Digital Downloads.
- Click Settings.
- Next to Checkout, check or uncheck the box next to Display download link on checkout page.
- If you check the box next to Display download link on checkout page, then the customer sees a Download now link on the order confirmation page. The customer also receives an email with the ability to download the file.
- If you uncheck the box next to Display download link on checkout page, then the customer doesn't see a Download now link on the order confirmation page. Instead, they receive an email with the ability to download the file.
- Click Save.
FAQ about Digital Downloads
What is the maximum file size I can upload?
The maximum file size is 5 GB. Uploading large files can seem to take a long time because many internet service providers give priority to downloads.
Can I upload multiple files to the same product?
No. You can only upload one file per product. If you need to attach more files, then you can use a .zip file or another type of archive file that can contain files within it. You can't upload file folders.
Can I limit the number of times a customer can download a product?
Yes. You can limit the number of times each customer can download a product. This is set in the product's settings in the Dashboard. To remove a download limit, set the limit to 0 (zero). See Set a download limit.
Is there a bandwidth limit for a download?
Haynes Manual Download
No. The bandwidth statistic in the app's main menu is for your information only.