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Connect Shopify Flow
Some of what happens in your store is recorded by other apps of yours — store credit given, a product reviewed, points earned — and Shopify sends no notice of it to anybody else. Shopify Flow can pass it on. Carpe Messaging adds its own actions to Shopify Flow, and each one records what happened as an event on the person's profile here, where you can count it, build segments on it and start automations from it.
You fill in the boxes on the action, and that is all: no key, no web address and no code. The actions work on every paid Shopify plan, for a store that installed Carpe Messaging from the Shopify App Store.
Which action to use
Store credit and reviews each have actions of their own. For anything else — loyalty points, for example — use Record an event and name what happened yourself.
- Store credit. Record store credit given, Record checkout credit given, Record store credit about to expire, Record a store credit balance and Record store credit scheduled — one for each thing your store-credit app reports.
- Reviews. Record a product review records Reviewed a Product whichever review app you use, so a rule about people who left five stars goes on working if you change apps.
- Loyalty points, and anything else. Record an event records a name you choose. Put what happened in What happened, such as Loyalty Points Earned, and the number of points in Count. Use the same words every time — two spellings are two separate events, and a name cannot be taken back.
The Record events from Shopify Flow page lists every box on every action, and what each message in Shopify Flow's run history means.
Building one, step by step
Create a workflow from the trigger your other app reports, add a Carpe Messaging action, and fill its boxes with Add variable. The last step starts the workflow.
- In your Shopify admin, open Shopify Flow and choose Create workflow.
- Choose the trigger your other app reports — a credit given, a review left, points earned.
- Add an action, search for Carpe Messaging, and choose the one that fits.
- Fill each box with Add variable, choosing the matching value from the trigger. Leave a box empty when the trigger has nothing for it.
- Press Turn on workflow.
The app you start from has to tell Shopify Flow about the thing. Shopify Flow can only start from what an app reports. Some apps report nothing, and some report only on their own paid plan or behind a switch in their settings.
Checking it worked
Make the thing happen — give a small credit, leave a test review — then look for the event on the person's profile and on the Metrics page.
Shopify Flow's own run history shows whether each step ran. A step that failed says why, in words, and the Record events from Shopify Flow page explains each message.
A name you chose in Record an event appears on the Metrics page, in the segment builder and as the start of an automation once the first one has been recorded.
The three store credit starting points appear the same way. Store credit earned, Store credit expiring soon and Credit for an unfinished checkout are among the starting points once Record store credit given, Record store credit about to expire or Record checkout credit given has recorded its first event.
What to expect
An event for an address you already have lands on that profile. An address you have never seen creates a new, unconfirmed profile, kept out of your counts and your sends until something confirms it, such as an order.
The Verified identity page explains what confirms a profile and why.
Nothing recorded this way changes consent. An event says something happened. Whether you may email someone is a separate record, and these actions never touch it.