You may want to send out communications to your customers when specific loyalty events occurs to increase customer engagement and even conversion. OMNI Loyalty's integration with Shopify Email (via Shopify Flow) allows you to achieve this.
Upon the occurance of specific loyalty events in OMNI Loyalty, we will send out relevant Shopify Flow triggers which you can use to trigger automations on Shopify Flow to send out static emails to the customer who has triggred the loyalty event.
Requirements
You must satisfy all of the below requirements before you can begin setting up automated loyalty emails with Shopify Email
Be subscribed to the Essential or a higher plan on OMNI Loyalty
Have Shopify Flow & Shopify Email installed on your store
Have set the "Shopify flow trigger" setting to All triggers or Shopify email only within your Integration settings
Set up
Below are the high level steps of creating an automated loyalty email with Shopify email on Shopify Flow.
Select your desired email flow from our templates and download the Shopify Flow template files in the Download section
Go to the Shopify Flow app and select "Import" on the top right
Review and modify the flow to fit your needs
Click on the action "Send marketing email" and select the relevant email you wan to send out. You will need to configure the emails in the Shopify Email app first.
For a list of our Shopify Flow templates designed for Shopify Emails, please see the section below on Basic email flows & templates and Adanced email flows & templates
You may also create your own automated email flows using the Shopify flow triggers available to your plan by selecting a Shopify Flow trigger provided by OMNI Loyalty and attaching a "Send Marketing email" action at the end
Shopify Flow triggers available based on your plan
Essential plan - you will get access to Shopify flow triggers for our basic email flow templates, including:
Member activated
Birth month entered
Points added
Points expiring
Grow or Advanced plan - you will get access to all Shopify flow triggers
Basic email flows & templates
The following email flows are recommended by us for all merchants and you can use our Shopify Flow templates for easy set up.
Welcome email
Birthday email
Points added from purchase email
Points expiring in 30 days email
You will need to be on the Essential or above plan.
Welcome email
Use the welcome email to greet your new customers. You migt want to share with them a short introduction of your brand or communicate your welcome offers
Summary
Sent upon - a customer profile is created in Shopify
Shopify Flow trigger - Member activated
Sample email
Header
Welcome aboard to [your store name]!
Body text
We're thrilled to have you here! You now have access to exclusive member benefits and offers when you shop with us.
To welcome you, we have gifted you a free reward "10% off your first order" and 500 points to your account. Login now to see and enjoy our gift for you!
Button
Get my welcome gift
Button links to your account page url
Birthday email
Use the birthday email to celebrate your customer's birthday. Make their special moment even more special with special rewards and perks for them during this special month!
Summary
Sent upon - the 1st day of the customer's birthday month OR the day after the customer signed up if they signed up during their birthday month
Shopify Flow trigger - Birth month entered
Tip - If you have more than 1 tier in your loyalty program and you have different birthday benefits set, then you may want to use conditions to set different emails for each tier!
Sample email
Header
Happy birthday from [your brand name]!
Body text
*Happy Birthday {{firstName}}*
Here are some treats to celebrate!
🎁Special gift for you - Free candle set⭐500 points to spend on your favorite rewards
🪙Earn 2x points for all your purchase this month
🏷️10% OFF for all purchases this month
Button
See my birthday treats
Button links to your account page url
Points added from purchase email
You may want to notify customers when the points from their recent purchases have been processed and credited to their account. This could bring them back to your store to check their point balance and redeem rewards for another purchase!
Summary
Sent upon - Points are added to the customer from a purchase
Shopify Flow trigger - Points added
Condition - type = purchase
Tip - You can remove the condition if you want to send out emails for all scenarios when points are added (such as manual adjustments, refunding a redeemed reward code, getting special bonuses from the system, etc...). We recommend limiting it to purchases so customers are not overwhelmed by the potential amount of emails
Sample email
Header
Points have been added to your account!
Body text
Hi {{first_name }}Your recent purchase has been processed and points have been added to your account!
Log-in and use your points before they expire!
Button
Use my points
Button links to your account page url
Points expiring email
When there are points that are about to expire in 30 days, you can send an email to remind customers to use those points before they are gone. This could encourage some reward redemption and purchases with its time sensitivity.
Summary
Sent upon - Any point balance is expiring in 30 days
Shopify Flow trigger - Points expiring
Sample email
Header
Points are expiring soon!
Body text
You have points expiring in 30 days!Log-in now and use them before they're gone forever!
Button
Use my points
Button links to your account page url
Advanced email flows & templates
The following email flows are recommended by us for merchant with more specific needs or require advanced features. You can also apply our Shopify Flow templates for easy set up.
You will need to be on the Grow or above plan.
Tier update email
If you have multiple tiers in your loyalty program (Grow plan or above), you may want to congratulate your customers for reaching a new higher tier and communicate the new perks they've unlocked with the new tier.
Summary
Sent upon - Customers upgraded into a higher tier
Shopify Flow trigger - Tier updated
Condition - type = spending_upgrade
Tip - You should add or modify conditions to create multiple branches in your Shopify Flow so you can configure a different email for each tier to communicate each tier's unique benefits and perks
Sample email
Header
You're a [New tier name] member now!
Body text
Congratulations! You have made it to GoldEnjoy even more exclusive benefits when you shop with us.
We have also prepared a secret gift 🎁 and 1000 points to celebrate! Login to your account to see it now.
Button
See my secret gift
Button links to your account page url