Automate Product Review Requests with Pabbly Connect and Shopify

Learn how to automate product review requests for Shopify orders using Pabbly Connect to streamline your email process effectively. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin automating product review requests, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect website and signing in to your account. If you are a new user, you can sign up for free and get 100 tasks every month.

Once logged in, you will see the dashboard with various applications. Click on the ‘Access Now’ button for Pabbly Connect to enter the integration dashboard, where you can create workflows to connect Shopify with Gmail.

2. Creating a Workflow in Pabbly Connect

In this section, you will create a workflow that automates sending review requests after a new Shopify order. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. using Pabbly Connect

• Name your workflow: ‘Send Product Review Request Email for New Shopify Orders’.
• Select a folder to save your workflow, for example, ‘Shopify Automations’.
• Click on the ‘Create’ button to finalize your workflow setup.

After creating the workflow, you will see two sections: ‘Trigger’ and ‘Action’. The trigger will be set up first, which initiates the workflow whenever a new order is created in Shopify.

3. Setting Up the Trigger in Pabbly Connect

For the trigger application, select ‘Shopify’ and the trigger event as ‘New Order’. This means that every time a new order is placed, the workflow will be activated.

Pabbly Connect will provide you with a webhook URL to connect Shopify to Pabbly Connect. Copy this URL and log into your Shopify account to set up the webhook.

• Navigate to Settings in your Shopify account.
• Select Notifications and then click on Webhooks.
• Create a new webhook, selecting ‘Order Creation’ as the event and pasting the copied URL.

After saving the webhook, return to Pabbly Connect to ensure that the trigger is set up correctly. You can test this by creating a dummy order in Shopify and verifying that Pabbly Connect captures the response.

4. Filtering Orders for Review Requests

Now that the trigger is set, you need to filter the orders to ensure that only specific product purchases send review requests. For this, add a filter action in Pabbly Connect.

Select ‘Filter by Pabbly’ as the action application and set the filter conditions to match the product name, in this case, ‘Natural Glow Vitamin C Serum’. This ensures that only orders for this product will initiate the review email process.

Choose the label as the product name. Set the condition to ‘equals’ and input ‘Natural Glow Vitamin C Serum’. Save the filter settings to complete this step.

After the filter is set, you can proceed to the next action step, which involves sending the review request email.

5. Sending the Review Request Email via Gmail

The final step is to send the review request email using Gmail. Select ‘Gmail’ as the action application and choose the ‘Send Email’ action event.

Connect your Gmail account to Pabbly Connect and authorize the connection. Once connected, you will need to fill in the recipient’s email address, which should be mapped from the previous step to dynamically send emails to the customer.

Set the sender’s name as ‘Team Natural Glow Skincare’. Write the email subject: ‘Reveal Your Natural Glow with Our New Vitamin C Serum’. Compose the email content thanking the customer and inviting them to leave a review.

After entering all necessary details, click on ‘Save and Send Test Request’. Check your Gmail account to confirm that the email has been successfully sent. This completes the automation process using Pabbly Connect.

Conclusion

In this tutorial, we demonstrated how to automate product review requests for Shopify orders using Pabbly Connect. By integrating Shopify and Gmail through Pabbly Connect, you can streamline your email processes and enhance customer engagement effectively.