# Workflows for Shopify

Maximize Your Shopify Integration with Gallabox: From Cart Recovery to COD Confirmation, Effortlessly Automate and Enhance Customer Engagement.

{% hint style="info" %}
Important points to note:

1. You can create upto 3 custom workflows for Shopify.
2. When adding the same custom workflows twice using different templates and trying to trigger the workflow, functionality dictates that the template from the first created workflow will be triggered.&#x20;
3. When both the custom order creation workflow and the default order creation workflow are enabled, priority is given for the custom workflow and the template.
   {% endhint %}

### Cart Abandonment Messages

#### Video Guide

{% embed url="<https://youtu.be/Iq1AE360iAM?si=hfKKcTc00oz54Sz0>" %}

#### Step - by - step Guide

1. Go to **Integration** on your Gallabox dashboard. Click on the **Integrated Shopify Application** and go to **Workflow.**&#x20;

<figure><img src="/files/wsvt9NO2D0bO5GnNcxzM" alt=""><figcaption></figcaption></figure>

2. Click on Workflows and scroll to **Cart Abandoned** and click on **Use** besides that. Look for a template having message for **`abandoned_cart_recovery`** from Gallery. Click on Use. Map the right variables for the template as shown in the below GIF.&#x20;

<figure><img src="/files/o1VneYFVYVLIZxoqSMkd" alt=""><figcaption></figcaption></figure>

3. Set **Send after** time (The time after you want to send the abandoned cart message). We recommend sending the message after 10 hours but you can choose from 1 Hour, 6 hours, or 24 hours.&#x20;

<figure><img src="/files/Xkn5mA5MvBDZY5eMEus3" alt=""><figcaption></figcaption></figure>

4. Click on **Add Action**. Choose the action you would like the workflow to perform after sending the message like Updating contact tags, conversation tags, or contact email and so on..

<figure><img src="/files/6FznlVqV9OrvUwnypYi3" alt=""><figcaption></figcaption></figure>

Congratulations!! You have created the workflow :)

### Order Confirmation Notifications

#### Video Guide

{% embed url="<https://youtu.be/Cwc7Wk-QN1o?si=aPyHUW-aB3h6QZZ4>" %}

#### Step - by -Step Guide

1. Go to **Integration** on your Gallabox dashboard. Click on the **Integrated Shopify Application** and go to **Workflow.** &#x20;

<figure><img src="/files/8HN2CYppWYxsPbC88hQO" alt=""><figcaption></figcaption></figure>

2. Click on Workflows and scroll to **Order Create** and click on **Use** besides that. Look for a template having message for **`order_confirmed_message`** from Gallery. Click on Use. Map the right variables for the template as shown in the below GIF.&#x20;

<figure><img src="/files/WNZu7UXmROlfS3KFWxIA" alt=""><figcaption></figcaption></figure>

3. Click on **Add Action**. Choose the action you would like the workflow to perform after sending the message like Updating contact tags, conversation tags, or contact email and so on..

<figure><img src="/files/RPqJL9smVj4byQIWFLp5" alt=""><figcaption></figcaption></figure>

Congratulations!! You have created the workflow :)

### Delivery Update Notifications

#### Video Guide

{% embed url="<https://youtu.be/Cwc7Wk-QN1o?si=1pkvdxRDwF5zzW4P>" %}

#### Step -by -step guide

1. Go to **Integration** on your Gallabox dashboard. Click on the **Integrated Shopify Application** and go to **Workflow.**&#x20;

<figure><img src="/files/3ei8D4VcLWM7gBJbSNDI" alt=""><figcaption></figcaption></figure>

2. Click on Workflows and click on **Use** besides Order Fulfilled. Look for template **`order_fulfilled`** from Gallery. Map the right variables and click on Done.&#x20;

<figure><img src="/files/1YYieYAd1ZgMgEtOLfqp" alt=""><figcaption></figcaption></figure>

3. Click on **Add Action**. Choose the action you would like the workflow to perform after sending the message like Updating contact tags, conversation tags, or contact email and so on..

<figure><img src="/files/7pA4tqpR56sUk9ivnPTa" alt=""><figcaption></figcaption></figure>

Congratulations!! You have created a workflow :)

### Order Cancellation Notifications

#### Video Guide

{% embed url="<https://youtu.be/9s6P8oyAA4k?si=K5tszmFI8iNug9t1>" %}

#### Step -by -Step guide

1. Go to **Integration** on your Gallabox dashboard. Click on the **Integrated Shopify Application** and go to **Workflow.**&#x20;

<figure><img src="/files/3ei8D4VcLWM7gBJbSNDI" alt=""><figcaption></figcaption></figure>

2. Click on Workflows and click on **Use** besides **Order Cancelled**. Look for template having message for **`order_cancelled`** from Gallery. Map the right variables and click on Done.

<figure><img src="/files/9pHP8WE91Aifb1mWgVLC" alt=""><figcaption></figcaption></figure>

3. Click on **Add Action**. Choose the action you would like the workflow to perform after sending the message like Updating contact tags, conversation tags, or contact email and so on..

<figure><img src="/files/gpJabWPGEuLnKINtIyiD" alt=""><figcaption></figcaption></figure>

Congratulations!! You have created the workflow :)

### Order Delivered Notifications

#### Video Guide

{% embed url="<https://youtu.be/7D4FI6--qqQ?si=rT74JEYBPFQCFd5Q>" %}

#### Step -by - step Guide

1. Go to **Integration** on your Gallabox dashboard. Click on the **Integrated Shopify Application** and go to **Workflow.**&#x20;

<figure><img src="/files/7uLEYAAk5XTPmHL8jDI4" alt=""><figcaption></figcaption></figure>

2. Click on Workflows and click on **Use** besides **Order Delivered**. Look for template having message for **`order_delivered`** from Gallery. Map the right variables and click on Done.

3. Click on **Add Action**. Choose the action you would like the workflow to perform after sending the message like Updating contact tags, conversation tags, or contact email and so on..

Congratulations!! You have created the workflow :)

### Order Out for Delivery Notifications

1. Go to **Integration** on your Gallabox dashboard. Click on the **Integrated Shopify Application** and go to **Workflow.**&#x20;

2. Click on Workflows and click on **Use** besides **Order Delivered**. Look for template having message for **`order_out_for_delivery`** from Gallery. Map the right variables and click on Done.

3. Click on **Add Action**. Choose the action you would like the workflow to perform after sending the message like Updating contact tags, conversation tags, or contact email and so on..

Congratulations!! You have created the workflow :)

### Shopify COD Confirmation

1. Go to **Integration** on your Gallabox dashboard. Click on the **Integrated Shopify Application** and go to **Workflow.**&#x20;

<figure><img src="/files/eiOXYLJURTsxGLl5YuZR" alt=""><figcaption></figcaption></figure>

2. Click on Workflows and click on the **Create Workflow.**&#x20;

<figure><img src="/files/WWyk9xypyeAGEgHLd679" alt=""><figcaption></figcaption></figure>

3. You have to select ***Order Create*** in the Shopify Custom Event and for conditions, choose ***Financial Status*** as Comparator, ***Equal*** as Operator, and for the value ***Pending***.

<figure><img src="/files/rQUIIO3HS1UxIMtfwYJe" alt=""><figcaption></figcaption></figure>

3. Select the [**Order Confirmation** WhatsApp Template](#user-content-fn-1)[^1] and map the variables defined.&#x20;

<figure><img src="/files/XBybRrWFzyj2jk7IKHrx" alt=""><figcaption></figcaption></figure>

4. For the action, you can update the Tag - COD Confirmation for the contact.&#x20;

<figure><img src="/files/QCFujhOMB8wslIp7zRgr" alt=""><figcaption></figcaption></figure>

Congratulations!! You have created the workflow. Let's move onto the next step of automation.&#x20;

[^1]: If you haven't created any template, create one for COD Confirmation having two Quick Buttons - Confirm Order and Cancel Order.


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