Creating your workflow

Firstly, you want to create a campaign on Scribeless and select Shopify when adding recipients. Download the Scribeless app on Shopify then take the following steps:

  • Go to Shopify Flow, create a workflow and give it a name

  • Add your trigger - this can be whatever event you like

  • At this point, you can add any conditions you would like - for example if a customer spends over a certain amount, send a note to Scribeless

  • Next you want to add an action, this will be under Scribeless and is labelled 'Add new recipient'

  • Add the campaign ID as well as your API key (this can be found under your account settings within the Scribeless platform)

  • Match up the variables for your campaign with the template variables on the right hand side. You can also add optional custom variables to be used in your campaign, which can pull from any Shopify variable!

    There are a number of options to choose from, we have found the unique template variable for you to copy and paste to save time:

    First Name: {{order.customer.firstName}}
    Last Name: {{order.customer.lastName}}
    Address 1: {{order.shippingAddress.address1}}
    ZIP / Post Code: {{order.shippingAddress.zip}}
    City: {{order.shippingAddress.city}}
    State / Province: {{order.shippingAddress.province}}
    Country code v 2: {{order.shippingAddress.countryCodeV2}}

  • Once this has been done, save your workflow and switch it on!

Testing your workflow

  • Select your campaign in the Scribeless platform and click 'Enable Testing'

  • Return to your Shopify store

  • Create a new order and recreate the trigger event (create an order above a certain amount, fulfill an order etc.)

  • Head back to your campaign and your customer should appear in your campaign recipients (this may take a minute!)

  • Once it's working, you can then click 'Disable Testing'. You won't be charged for any recipient with an yellow background!

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