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.

The emails we send

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:

1. Trigger — the event that starts it. This is where Listify plugs in.
2. Condition — an optional rule deciding whether to continue, such as only when an order is over a certain value.
3. 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.

1. Install Shopify Flow from the Shopify App Store, if you do not already have it.
2. In your Shopify admin, open Apps → Flow, then Create workflow.
3. Click Select a trigger and search for Listify.
4. Pick the trigger you want from the list below.
5. Add a condition if you need one. Skip it and the workflow runs every time.
6. Add your action.
7. 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

Every registry trigger also sends the registry's Event type, Event date and Registry URL, a link to the registry page.

Wishlist

Every trigger, registry and wishlist alike, also sends Is test: true when the event comes from test data, false when it comes from a real shopper. See the next section.

Test data and the Is test field

Listify runs your workflows for test registries and wishlists too, the same as for real ones, and marks them with Is test set to true. Earlier, test data did not run workflows at all, so a workflow tested with your own registry showed no runs.

Is test is true on a registry trigger when any of these apply:

• The registry's email is the email address on your Shopify account.
• The registry's email is on your store's domain: your myshopify.com address or your own custom domain.
• The registry's email is a Listify team address, used when our team tests something on your store.
• The registry was created in the 48 hours after you last installed Listify. A registry created before a reinstall counts as real.

Registry gift purchased and Registry gift refunded are also true when the gift's order matches: the gifter's email meets one of the email rules above, or the order was placed in the 48 hours after you last installed Listify.

On a wishlist trigger, only the email rules apply, checked against the wishlist owner's email. The 48-hour rule does not apply to wishlists, and Wishlist item purchased does not look at the buyer.

To keep test data out of a workflow, add the condition Is test is false. Everything else then runs only for real shoppers.

Sending a test event

You can run your workflows without creating a registry or placing an order. Go to Settings → API & Shopify Flow → Shopify Flow and click Send test event on the trigger you want. Every Listify trigger, registry and wishlist, has its own button.

• Any workflow on that trigger that is turned on runs for real, with sample data and Is test set to true. Check the result in the workflow's run history in Shopify Flow.
• The sample uses example.com email addresses, so a workflow that emails the registrant, gifter or owner reaches nobody.
• Triggers that point at a product, order or customer use a real one from your store, because Flow looks those up in your store and cannot use a made-up one. An action on that product, order or customer, such as tagging the customer, acts on the real record. Add Is test is false to those workflows before you send a test.

Which triggers need what:

If your store has nothing to use yet, nothing is sent and the page tells you what is missing:

• "This trigger needs a real product. Add a product to a registry or wishlist first."
• "This trigger needs a real order. Send it once a gift has been bought from a registry or wishlist."
• "This trigger needs a real customer. Send it once a registrant or wishlist owner has signed in."

If Shopify Flow refuses the event, the page says so, with Flow's reason when it gives one.

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.

The email is empty when the registry or wishlist has none, for example one created in the Listify admin or imported, and the workflow still runs. The one exception is Wishlist created, which does not run for a wishlist with no email and no linked customer.

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