How to Add Flodesk Subscribers Based on Shopify Orders Using Pabbly Connect

Learn how to automate adding Flodesk subscribers based on Shopify orders using Pabbly Connect. Follow this step-by-step guide to streamline your email marketing. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Shopify and Flodesk Integration

To automate the process of adding Flodesk subscribers based on Shopify orders, you’ll first need to set up Pabbly Connect. Start by signing up for a free account on Pabbly Connect, which will allow you to create automation workflows.

Once logged into Pabbly Connect, navigate to the dashboard and click on the ‘Create Workflow’ button. Name your workflow, such as ‘Shopify to Flodesk’, and select the appropriate folder for organization. After creating the workflow, you will see two windows: the trigger and the action window.

2. Connecting Shopify to Pabbly Connect

The next step involves connecting your Shopify store to Pabbly Connect. In the trigger window, search for ‘Shopify V2’ and select it. Choose the ‘New Order’ event from the dropdown menu. This event will trigger whenever there is a new order in your Shopify store.

• Select Shopify V2 as the app.
• Choose ‘New Order’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.

After copying the webhook URL, go to your Shopify settings. From the left sidebar, navigate to ‘Settings’ > ‘Notifications’ > ‘Webhooks’. Click on ‘Create Webhook’ and select ‘Order Creation’ as the event. Set the format to JSON and paste the copied webhook URL. Save your changes, and now your Shopify store is connected to Pabbly Connect.

3. Adding Flodesk Subscribers via Pabbly Connect

Now that Shopify is connected, the next step is to add subscribers to Flodesk. In the action window of Pabbly Connect, search for ‘Flodesk’ and select it. Choose the action event ‘Create or Update Subscriber’. This will allow you to add new subscribers or update existing ones based on the Shopify order details.

Connect your Flodesk account by clicking on the ‘Connect with Flodesk’ button. Log in and authorize the connection. Once connected, you will need to map the subscriber’s email address and other relevant details from the Shopify order response. This includes the first name, last name, and phone number.

• Map the email address from the Shopify order response.
• Include first name and last name fields.
• Decide whether to send a confirmation email.

After mapping all necessary fields, click on ‘Save and Send Test Request’. If successful, you will see a confirmation that the subscriber has been added to your Flodesk account.

4. Segmenting Subscribers Based on Products

The final step is to segment the subscribers based on the products they purchased. In Pabbly Connect, add a router action after the subscriber creation step. This will allow you to create different branches based on the products in the order.

For each product, create a condition that checks if the product name appears in the line items of the order. If it does, use the action ‘Add Existing Subscriber to Segment’ in Flodesk to add the subscriber to the respective product segment. Here’s how to set it up:

Create a router and set conditions for each product. Map the subscriber’s email to the segment action. Test each route to ensure the subscriber is added correctly.

After setting up all routes for each product, test your automation by placing a new order in Shopify. Check Flodesk to confirm that the subscriber is added to the correct segments based on their purchases.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the integration between Shopify and Flodesk. By following the steps outlined, you can efficiently add subscribers to different segments based on their orders, enhancing your email marketing efforts.