How to integrate Shopify with Gmail to send coupon information via Gmail when an order for a specific product occurs in Shopify

Are you struggling with customer support and marketing efficiency while selling products on Shopify?
By implementing a system that automatically sends coupon information via Gmail when a specific product is ordered, you can reduce effort and improve customer satisfaction.
This system allows for easy follow-up right after purchase and targeted promotions, offering significant benefits for businesses aiming for efficient operations.
This article will explain in detail the specific benefits and integration methods of this setup.

Recommended for

E-commerce site operators who sell products using Shopify and want to improve efficiency through automation
Companies that want to send follow-up emails via Gmail immediately after an order and respond quickly
Those who want to automate routine tasks and prevent human errors

Benefits and Examples of Integrating Shopify and Gmail

Benefit 1: Marketing Activity Efficiency

By integrating Shopify and Gmail, you can efficiently implement targeted marketing strategies for customers who purchase specific products.
For example, as a promotion for new products, you can send discount coupons to customers who purchased related products. This system is expected to reduce the workload of the marketing team and allow them to focus time and resources on more strategic activities. Additionally, the automation of the sending process makes it easier to create customer lists and manage distribution schedules. As a result, you can increase the frequency of campaigns and efficiently provide value to customers.

Benefit 2: Improved Data Utilization and Analysis

By integrating Shopify and Gmail, you can easily collect and analyze data such as coupon distribution history, email open rates, and click rates.
For example, it becomes easier to analyze which coupon was most used when a particular product was purchased, or the time of day emails were opened. This allows you to optimize the content and timing of the next coupon distribution, enhancing the accuracy of your marketing.
This data-driven approach enables the repeated implementation of effective measures, leading to long-term improvements.

Benefit 3: Reduction of Human Errors

Manually sending emails in response to orders carries the risk of human errors.
Errors can include incorrect coupon codes, sending to non-target customers, and delays in sending. By automating with Shopify and Gmail integration, you can expect to reduce these risks.
For example, the system automatically checks purchase data and sends accurate coupon content to the target customers, preventing errors that may occur in manual processes. Additionally, once set up, you can handle any number of orders accurately, which is also an attractive feature.
You can avoid troubles that could compromise customer satisfaction and smoothly proceed with business operations.

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How to Send Coupon Information via Gmail When a Specific Product is Ordered on Shopify

When a specific product is ordered on Shopify, you can automatically send coupon information from Gmail. Generally, programming knowledge is required to achieve this, but it can be easily accomplished without programming knowledge by using the no-code tool Yoom.

The integration flow is broadly created through the following processes:

Register Shopify and Gmail as My Apps
Set up when order information is created in Shopify
Set up branching based on the presence or absence of coupon guidance purchases
Send emails by integrating with Gmail

If you are not using Yoom, please register for free here.

If you are already using Yoom, please log in.

Step 1: Connect Shopify and Gmail to My Apps

(1) After logging into Yoom, select "My Apps" from the left column and click "+ New Connection".

(2) From the list of new connections in My Apps, click on Shopify.
※ Shopify is an app available only on the Team Plan and Success Plan. For Free Plan and Mini Plan users, operations and data connections set in Flowbot will result in errors, so please be careful.
Paid plans such as Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use restricted apps.
(3) On the "Register New Shopify" screen, enter the API Key, API Secret Key, and Subdomain, then click "Add".

For detailed instructions on registering Shopify to My Apps, please refer to the following site.

How to Register Shopify to My Apps

(4) Next, register Gmail to My Apps. Similarly, click on Gmail from the list of new connections in Yoom.
(5) Click "Sign in with Google".
From the account selection screen, log in with your account.

Once the connection is complete, Shopify and Gmail will be registered in Yoom's My Apps.

This completes the registration of My Apps.
Next, let's set up triggers using templates!

Step 2: Setting Up When Order Information is Created in Shopify

(1) We will use the template introduced earlier. Click "Try it" on the banner below to copy it.

Click on "Order Information Created (Webhook)" in the app trigger.

(2) From the "Select Integration Account and Action" screen in Shopify, verify that there are no errors in the account information integrated with Shopify, keep the trigger action as "Order Information Created (Webhook)", and click "Next".

(3) From the "App Trigger Webhook Event Reception Settings" screen, copy the Webhook URL and configure it in the Shopify admin panel.
Once the setup is complete, click "Test", and if no errors occur, click "Save" at the bottom.

(4) Next, integrate with Shopify to retrieve order information.
Click "Retrieve Order Information".

(5) From the "Select Integration Account and Action" screen, verify that there are no errors in the account information integrated with Shopify, keep the action as "Retrieve Order Information", and click "Next".

(6) From the "API Connection Settings" screen, check the red line and enter the subdomain.
Select the order ID from the output.

Once the input is complete, click "Test" at the bottom, and if no errors occur, click "Save".

Step 3: Set Branching Based on Purchase of Coupon Target Products

(1) Next, branch based on whether the coupon target product has been purchased.
Click "Branch | Purchase of Coupon Target Products".

(2) From the "Specify Branch Conditions" screen, select the operation and output from the dropdown.

Operation: Select "Retrieve Order Information"
Output: Select "List of Product Names in Order"

Select "Contains Value" from the dropdown for the branch condition and enter the "Product Name of Coupon Target Product".
If you want to add more branch conditions, click "+ Add Branch Condition".

Once the input is complete, click "Save".

Step 4: Integrate with Gmail to Send Emails

(1) Next, integrate with Gmail to send emails.
Click "Send Email".

(2) From the Gmail "Email Settings" screen, verify that there are no errors in the account information integrated with Gmail.

Scroll down and select the email address from the output in the email content.

Scroll down and enter the subject and body.
By using the output in the body, you can reference Shopify information.

Once the input is complete, click "Next" at the bottom.
(3) From the "Email Sending Test" screen, verify the email sending content and click "Test".
If no errors occur, click "Save" at the bottom.

(4) Finally, click "Turn ON Trigger".

This completes the flow bot for "Sending Coupon Information via Gmail When a Specific Product Order Occurs in Shopify".

Other Examples of Automation Using Shopify

At Yoom, we have other examples of automation using Shopify, so let me introduce a few.

1. Notify Microsoft Teams When an Order is Placed on Shopify

When an order is placed on Shopify, the order information is automatically notified to Microsoft Teams. This facilitates smooth information sharing with the team and allows you to immediately understand the order, enabling you to start preparing for shipment right away.

2. Once product information is created in Shopify, create a folder in Google Drive

By utilizing this flow, a folder is automatically created in Google Drive for each product, allowing centralized management of related files. This makes it easier to quickly find the necessary information without it being scattered.

3. Register product information in Shopify using Google Form data

By integrating with Google Forms, the information entered in Google Forms can be reflected in Shopify. By consolidating product information in Shopify, it becomes easier to manage inventory and understand sales status, and it is expected to reduce the effort and errors associated with data entry.

Furthermore, if you want to check templates using Shopify or Gmail, please visit the following sites.

List of Flowbot Templates Using Shopify

List of Flowbot Templates Using Gmail

Summary

By integrating Shopify and Gmail to automatically send coupon information when a specific product is ordered, you can expect improvements in customer service and operational efficiency.
This system will bring many benefits, such as prompt follow-up responses, personalized email delivery, error reduction, marketing efficiency, and enhanced data analysis. It is an ideal method, especially for businesses run by a small team or those who prioritize communication with customers.
Be sure to utilize this system to aim for efficient and effective e-commerce operations.