Shopify Flow & Marketing Integration - Custom Forms

Create Shopify Workflows triggered by custom form submissions

Froonze

Last Update 4 months ago


Our Custom Forms Premium plan now includes an integration with Shopify Flow and Marketing Automations, so you can create simple or conditional workflows of actions after each form submission. Shopify Flow is now available in any paid Shopify plan.


To enable the integration:


To use Custom Form Submission triggers:

  1. Go to either Shopify Flow > Workflows or Marketing > Automations.
  2. Click Create a custom workflow or Create an automation.
  3. Add a Trigger element to your workflow.
  4. Under Installed App Triggers, click on the Custom Forms tab.
  5. Select the trigger you want to use.


In Shopify Flow, you can see two Custom Form Submission triggers. 

  • Customer Submitted Form: This trigger starts when a form that does not require account approval is submitted, and a customer in Shopify is created or updated.
  • New Awaiting Approval Customer: This trigger starts when an account approval form is submitted and a new pending account application is created in Customer Accounts Concierge. Since at this point the account is not yet created in Shopify, you can't use this event to trigger Marketing actions (note: this is why you won't see this trigger in Marketing Automations, only in Shopify Flow Workflows)


Demo Workflow with Form Submission Trigger


Creating a workflow that sends an internal email and add a customer tag when a customer from the US submits a specific Custom Form:


1. Triggers when customer submits a form.

2. Conditions:

  • The form name is specific (for example, "Registration November").
  • The value of a custom field in the form meets a certain condition (for example, the customer's country is "United States").

3. Actions:

  • Send an internal email to the shop admin.
  • Tag the customer.


Steps:

1. After installing Shopify Flow go to Shopify Flow > Workflows > Create Workflow > Select a Trigger. Alternatively you can go to Marketing > Automations > Create Custom Automation and click on Triggers on the side-panel.
2. In Installed App Triggers, select the Customer Submitted Form trigger.
3. Add the two conditions. Click on the Plus '+' sign next to Then in the Trigger Card (in the Editor), then on Condition. Click on the Condition card, then on Add Criteria:
  • Set Trigger Variables > Form Name* to be equal to the name you set up the form with (e.g. "Registration November")
  • Set Customer > Addresses > countryCodeV2 to be equal to "US" (note: for this condition to work, you would need to collect the country during the form submission)
*Note: You can use predefined Trigger Variables with form data: First name, Last name, Email, Phone, Form name, Form payload
4. Add the two actions. Click on the Plus '+' sign next to Then in the Condition card, then on Action. Click on the Action card, then find the actions you want to add:
  • Send Internal Email: configure the email with your internal email and pre-defined message.
  • Add Customer Tags: set the tag or tags you want to add to the customer, for example "United States".
5. On the top bar, give a name to your New Workflow. Click the Turn On button on the top right corner to activate the workflow.


You can use Shopify Flows to create custom actions in many other ways, so be creative and experiment. This is just a small sample of what you can do. Some Tips:

  • You can customize the workflow to meet your specific needs. For example, you could add more conditions, such as the customer's Total Amount Spent or customer metafield values
  • You can also add different actions, such as adding the customer to a mailing list or creating a new order.
  • You can use tags to segment your customers and send them targeted marketing campaigns.