Emails & Shopify Flow
These are two separate systems, and they are easy to mix up. The short version:
- To change what an email says, who it comes from, or how it looks, use Listify. Go to Settings → Emails & notifications.
- To make something else happen when a registry event occurs, use Shopify Flow.
Shopify Flow does not edit the registry emails. It has no screen for changing their wording. Flow runs alongside those emails, reacting to registry and wishlist events so it can tag a customer, add them to a segment, post to Slack, or send the details to another service.
Customising the registry emails
Everything here lives under Settings → Emails & notifications.
| Page | What it controls |
|---|---|
| Templates | The subject line and body copy of each individual email. |
| Branding | Your logo, colours, and the overall layout. |
| Sender identity | The name your emails arrive from. |
| Notifications | Which emails send at all. Turn individual ones off. |
The emails we send
| When it sends | |
|---|---|
| Registry created | A shopper creates a registry |
| Purchase notification | An item is bought off the registry |
| Closing reminder | Shortly before the event date |
| Event closed + summary | A wrap-up after the event ends |
| Weekly digest | A weekly activity summary for the owner |
| Inactivity nudge | Re-engages owners with stale registries |
| Guest invitation | Invites guests to view a registry |
| Co-registrant invite | Invites a partner to co-manage the registry |
| Access request | Someone requests access to a registry |
| Verification code | A one-time code for signing in |
The first six go to the registry owner, the next three relate to sharing, and the last one is a security code.
What Shopify Flow is
Shopify Flow is an automation app made by Shopify. Every workflow is the same three-part sentence:
- Trigger — the event that starts it. This is where Listify plugs in.
- Condition — an optional rule deciding whether to continue, such as only when an order is over a certain value.
- Action — what actually happens. Tag the customer, add a note, send a message, call an API.
Flow is free and available on any paid Shopify plan, but it is not installed by default. If you have never used it, install it from the Shopify App Store first. Until it is installed, none of the Listify triggers below will appear anywhere.
Connecting Listify to Flow
There is nothing to pair, authorise, or switch on inside Listify. Once both apps are installed, our triggers appear in Flow on their own.
- Install Shopify Flow from the Shopify App Store, if you do not already have it.
- In your Shopify admin, open Apps → Flow, then Create workflow.
- Click Select a trigger and search for
Listify. - Pick the trigger you want from the list below.
- Add a condition if you need one. Skip it and the workflow runs every time.
- Add your action.
- Turn the workflow on. It stays off while you build it, and switching it on is also what tells Listify to start sending that event. A workflow left off will never fire.
Available triggers
Registry
| Trigger | Fires when |
|---|---|
| Registry created | A registrant creates a new registry. |
| Registry gift purchased | A gifter purchases an item from a registry. |
| Registry gift refunded | A gift purchase on a registry is refunded. |
| Registry event upcoming | A registry's event date is approaching. |
| Registry milestone reached | A registry crosses a funding threshold of 50%, 80%, or 100%. |
| Registry items changed | Items are added to or removed from a registry. |
| Registry shared | A registrant shares their registry with a guest by email. |
| Registry co-registrant added | A co-registrant email is set on a registry for the first time. |
| Registry settings changed | A registrant updates their registry settings. |
| Registry closed | A registry is closed after its event date. |
| Registry re-opened | A closed registry is re-opened. |
| Registry deleted | A registry is deleted. |
| Registrant identified | A registrant signs in and their registries are linked to a Shopify customer. |
Wishlist
| Trigger | Fires when |
|---|---|
| Wishlist created | A customer creates a new wishlist. |
| Wishlist item added | A customer adds an item to their wishlist. |
| Wishlist item purchased | An item from a wishlist is purchased. |
| Wishlist deleted | A customer deletes their wishlist. |
| Wishlist owner identified | A wishlist owner signs in and their wishlists are linked to a Shopify customer. |
Guests, and why some actions need care
Registries and wishlists can be created without a customer account, so a lot of the people your workflows run for are not Shopify customers at all.
Because of that, every trigger sends the owner's email address and name rather than a Shopify customer, and workflows run for those shoppers exactly as they do for signed-in ones.
Each trigger also sends a Customer id. It is 0 when no Shopify customer is linked, so a condition of "Customer id is greater than 0" separates signed-in shoppers from guests.
Actions that act on a customer record, such as adding a tag or adding someone to a segment, need a real customer, which a guest does not have. Build those on Registrant identified or Wishlist owner identified instead. Both fire the moment a shopper signs in and their registries or wishlists are linked to a customer.
To turn more shoppers into customers, turn on "Create a Shopify customer record when a shopper signs in by email" in Settings → Store → Customer accounts, and grant the permission it asks for.
What your plan includes
| Plan | Included |
|---|---|
| Starter and above | Turn individual emails on and off |
| Growth and above | Edit email content, branding, and sender name |
| Pro | Everything in Growth, plus the Shopify Flow triggers and API access |