Shopify Flow & Subscriptions for Shopify Checkout Integration

Shopify Flow is a free ecommerce automation platform by Shopify available to those who subscribe to the Shopify plan or higher, or use Shopify Fulfillment Network (SFN). Shopify Flow enables you to automate tasks and processes within your store and across your apps.

Pro-Tip: Learn more about Shopify Flow in this Shopify Help Center article.

With Shopify Flow you can assign actions and conditions to Shopify orders. This article shows you how to build a workflow to automatically add tags to Bold Subscription orders.

First subscription order tag workflow

These instructions will show you how to create a workflow to automatically tag the first order of a subscription with a tag of first_subscription_order.

Example

1. From the Shopify admin, select Apps > Shopify Flow.
2. Select Create Workflow.
3. Choose Select a trigger.
4. In the right panel menu, select Order created.

   

5. In the left workflow panel next to Then, select the plus symbol.

   

6. Select Condition.
7. In the right panel menu, ensure that If all conditions are met is selected.
8. Select Add criteria.

   

9. Select Order > lineItems > sellingPlan > name.
   
10. In the Name field, enter the name of one of the frequency names in your subscription group.

    Note: The frequency name is case sensitive and should be spelled the same as it appears in your subscription group. For example, we used Monthly as this matches the frequency name in our subscription group.

    

    

11. If you have more than one frequency, you will need to select Add criteria for the same list item.

    

12. Select Or.
13. Select lineItems > sellingPlan > name.
14. In the Name field, enter another one of the frequency names in your subscription group.

    Note: We used Weekly in this example as this matches another frequency name in our subscription group.

    

15. Repeat steps 11 to 14 if you have more subscription group frequency names.
16. Under AND, select Add criteria.

    

17. Select Order > channelInformation > channelDefinition > subChannelName.
18. In the SubChannelName field enter Online Store.

    

19. In the left workflow panel next to Then, select the plus symbol.
20. Select Action.
21. In the right panel menu, select Add order tags.

    

22. In the Tags field, enter the tag name you’d like to use to identify your first subscription orders.

    Note: We used first_subscription_order.

23. Select the plus symbol in the blue field to confirm your tag.

    

24. Name your workflow.

    

25. Select Turn on workflow.

Recurring subscription order tag workflow

These instructions will show you how to create a workflow to automatically tag your customer’s subsequent subscription orders with recurring_subscription_order.

Example

1. From the Shopify admin, select Apps > Shopify Flow.
2. Select Create Workflow.
3. Choose Select a trigger.
4. In the right panel menu, select Order created.

   

5. In the left workflow panel next to Then, select the plus symbol.

   

6. Select Condition.
7. In the right panel menu, ensure that If all conditions are met is selected.
8. Select Add criteria.
9. Select Order > app > name.
10. Change Equal to to Includes.
11. In the Name field, enter Bold Subscriptions.

    

12. In the left workflow panel next to Then, select the plus symbol.
13. Select Action.
14. In the right panel menu, select Add order tags.

    

15. In the Tags field, enter the tag name you’d like to use to identify your recurring subscription orders.

    Note: We used recurring_subscription_order.

16. Select the plus symbol in the blue field to confirm your tag.

    

17. Name your workflow.

    

18. Select Turn on workflow.