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Shopify Shipping Blocks - Triggers & Automations

Amanda Short
  • Updated
Events:
Order Shipped
When an order fulfilment is set to in_transit the automation is triggered
Trigger Block Settings
  • Edit Block Name
  • Save
  • Exit
  • Filter
    • Match ALL
    • Match ANY
  • Run at rules:
    • Every X shipments
      • Number of shipments ➝ Enter numeric value
      • Starting with shipment # ➝ Enter numeric value
    • One time at a certain number of shipments
      • Number of shipments ➝ Enter numeric value
  • Cancel
  • Save & Close
 
Order Out 4 Delivery
When an order fulfilment is set to out_for_delivery the automation is triggered
Trigger Block Settings
  • Edit Block Name
  • Save
  • Exit
  • Filter
    • Match ALL
    • Match ANY
  • Run at rules:
    • Every X shipments
      • Number of shipments ➝ Enter numeric value
      • Starting with shipment # ➝ Enter numeric value
    • One time at a certain number of shipments
      • Number of shipments ➝ Enter numeric value
  • Cancel
  • Save & Close
 
Order Delivered
When an order fulfilment is set to delivered the automation is triggered
Trigger Block Settings
  • Edit Block Name
  • Save
  • Exit
  • Filter
    • Match ALL
    • Match ANY
  • Run at rules:
    • Every X shipments
      • Number of shipments ➝ Enter numeric value
      • Starting with shipment # ➝ Enter numeric value
    • One time at a certain number of shipments
      • Number of shipments ➝ Enter numeric value
  • Cancel
  • Save & Close

 

Shopify Settings

 
Start Settings in the bottom left-hand corner of the account
 
OR by clicking Sales Channels ➝ App and sales channel settings
 
Then Settings ➝ Notifications
 
[Preferred Method]
Settings ➝ Checkout ➝ Order Processing ➝ 'After an order has been paid'
 
IF 'Automatically fulfill the order's line items' is the selected fulfillment option then the account holder has the ability to leave the 'Order Shipped' notification disabled that is sent via Shopify. Which will then allow the account to use Patch for this purpose.
 
IF the Shopify store is unable to use the auto-fulfill option then we will need to account for the duplicate Order Shipped notification.
The best practice in this scenario would be to allow the transactional portion of the email to be sent via Shopify and then use Patch for other types of engagement using this as a trigger.
 
The account holder can modify the 'Order Shipped' email in Shopify to ensure the message is in line with Patch and avoid the appearance of duplicate messages to the end user.
 
The Email Templates in Shopify are found under
Settings ➝ Notifications ➝ Shipping ➝ Shipping Confirmation
 
Click the 'Shipping Confirmation' hyperlink to open the template to be able to edit and then save.
 
Out for Delivery and Order Delivered will need to both be disabled on the Shopify side to avoid conflicts. These settings are all regarding Email notifications only. SMS are handled separately and outlined below.
 
Settings ➝ Notifications ➝ Shipping ➝ Uncheck 'Out for Delivery' and 'Delivered'
 

SMS Notifications

 
Deactivate SMS for ALL within Shopify settings
Shopify Settings ➝ Notifications ➝ Manage SMS Notifications ➝ Deactivate
 
 

How to include shipping data in messaging

Is included on the Trigger Block associated with the automation, the end user needs to copy the values they would like to be included in their messaging and paste those values as SmartText into the Send SMS or Send Email blocks.
 
{{ fulfillment.order_id }}
 
{{ fulfillment.tracking_number }}
 
{{ fulfillment.tracking_url }}
 
{{ trigger_event.order_id }}
 
{{ trigger_event.external_data.estimated_delivery_at }}
 
{{ fullfillment.external_data.shipment_status }}
 
Shopify Note*
Only Shipping confirmation can be sent via SMS through Shopify everything else is Email only ➝
This is the message and is not editable:
 
Shipping Confirmation
'Your order from {{ shop.name }} has been shipped. {% if fulfillment.tracking_number -%}
{% if fulfillment.tracking_company and fulfillment.tracking_company != 'Other' -%}
{{ fulfillment.tracking_company }} tracking number: {{ fulfillment.tracking_number -}}
{%- else if order.order_status_url -%}
View order ({{ order.name }}): {{ order.order_status_url -}}'
 
 

Reason to use Patch for Shipping Messaging

  • This allows for better deliverability
  • Shopify Campaign is equal to a one-time Blast, the only automated messaging is the notifications based on order, shipping, fulfillment, etc. but you are limited on customization unless they use a third-party app
  • Consistent branding/messaging
  • Ability to use the same gateway for all messages from the brand (marketing and notifications came from the same number/email)
  • Cannot use Shipping triggers for non-notification type emails or SMS
    • Accurate time-based campaigns around delivery like educational messages, how-to, faqs, follow-up/reviews, etc.
  • The ability for customers to respond back if needed Shopify is one-way messaging only (SMS right now for Patch, Email two-way coming soon)
  • Shopify free email up to 10k, then .001 per email after - Patch unlimited emails included free.
  • Shopify SMS Cost - says $0 unable to find a max like email still looking into this - looks like because you cannot customize and the type/amount of SMS you can send is very strict there isn't a cost associated
  • Data and analytics are not provided on all messaging, limited to generic stats for marketing only not notifications messages
 
Shopify Resource for SMS: https://help.shopify.com/en/manual/orders/notifications/sms-notifications#sms-customer-reply

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