HookSMS

How to Use SMS Templates with Shopify

Shopify stores all include a powerful automation tool that helps store owners streamline their workflows and save time on repetitive tasks - the Shopify Flow app. Integrating SMS templates into Shopify Flow can elevate your marketing efforts by allowing you to send personalized SMS messages to customers based on specific triggers and conditions. This guide will walk you through the steps to set up and use SMS templates with the Shopify Flow app.

Step-by-Step Guide to Using SMS Templates with Shopify Flow

Step 1: Install the Shopify Flow App

If you haven’t already, you’ll need to install the Shopify Flow app from the Shopify App Store.

  • Log in to your Shopify Admin Panel.
  • Navigate to the Apps section and click on Visit the Shopify App Store.
  • Search for Shopify Flow and click on Add app.
  • Follow the on-screen instructions to install the app on your store.

Step 2: Install the HookSMS App

Shopify doesn’t natively support SMS marketing, so you’ll need to download HookSMS to enable sending SMS with Shopify Flow.

Install HookSMS (free credits on installation!)

Step 3: Create SMS Templates

Before you set up your Flow, you’ll need to create SMS templates to use in your flows. These templates will be used for the automated messages triggered by Shopify Flow.

  • Navigate to the Flows page using the sidebar.
  • Click on Create New Template in the top right corner.
  • Enter a name for your template that easily identifies its purpose (e.g., "Order Confirmation SMS").
  • Compose your SMS message, including placeholders for any dynamic fields like customer names, order numbers, or product names. For example:
    • Hi @customer.firstName, thanks for your order! Browse more products at @url.
  • Save the template and you’ll be able to select from your templates when you set up your Flow in Shopify Flow App.

Step 4: Set Up Shopify Flow for SMS Automation

With your SMS templates ready, it’s time to set up a new flow in Shopify Flow to automate sending these messages.

  • Open the Shopify Flow app from your Shopify Admin Panel.
  • Click on Create Workflow to start a new automation.
  • Choose a trigger that will initiate the workflow. Common triggers for SMS include:
    • Customer Abandons Checkout
    • Order Created
    • Order Fulfilled
    • Customer Subscribed to Newsletter
  • After selecting your trigger, click Add Action and choose SMS to Customer from your HookSMS. This action will send an SMS message based on the trigger event.
  • Configure the SMS action:
    • Select the appropriate Template that you created earlier.
    • Add any necessary conditions to refine the workflow. For example, you may want to send a “10% Off Next Order SMS” only if the cart value is above a certain amount.
  • Click Save to finalize your workflow.

Step 5: Test Your Workflow

Before activating your new SMS workflow, it’s important to test it to ensure everything works as expected.

  • Use the Test feature in Shopify Flow to simulate a trigger event.
  • Verify that the correct SMS is sent to a test phone number, with all dynamic fields correctly populated.
  • Make any necessary adjustments to your workflow or SMS templates based on the test results.

Step 6: Activate the Workflow

Once you’re satisfied with your test, activate your workflow to start sending SMS messages to customers automatically.

  • Go back to your Shopify Flow dashboard.
  • Find your newly created workflow and click Activate.
  • Monitor the performance of your workflow over time to ensure it's meeting your marketing goals.

Best Practices for Using SMS Templates with Shopify Flow

  • Keep Your Messages Concise: SMS messages should be short and to the point. Ensure your message is clear and provides a strong call to action.
  • Personalize Where Possible: Use dynamic fields to personalize messages with customer names, order details, or special offers tailored to individual preferences.
  • Monitor Performance: Regularly review the performance of your SMS campaigns to see which templates and workflows are most effective, and adjust as necessary.
  • Compliance with Regulations: Ensure all SMS communications comply with local regulations, such as obtaining customer consent and providing an easy way to opt-out.

Conclusion

Integrating SMS templates with Shopify Flow allows you to automate personalized marketing messages, helping you engage customers and drive conversions. By following the steps outlined in this guide, you can set up powerful SMS workflows that enhance your customer communication strategy and improve your store’s performance.

Start leveraging the power of SMS with Shopify Flow today and see how automated, personalized messaging can make a difference in your business growth!