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

When running an e-commerce business, isn't improving operational efficiency and customer satisfaction a critical challenge?
One solution to this is the "integration of Shopify and Outlook." By utilizing this integration, you can automatically send coupon information when purchasing specific products, reducing manual workload and enabling quick responses to customers.
This article explains the benefits of this integration and how to implement it, along with images.
If you want to improve efficiency or enhance the customer experience, please refer to this.

Recommended for

Customer support aiming to reduce manual input in Outlook and improve operational efficiency through automation
E-commerce site operators who want to flexibly respond to customers based on Shopify information
Small businesses or sole proprietors who want to operate efficiently with existing resources without introducing new tools

Benefits and Examples of Shopify and Outlook Integration

Benefit 1: Operational Efficiency through Automation

By integrating Shopify and Outlook, you can automate the process from order confirmation to coupon sending.
This integration sets triggers for specific product purchases and builds a system to automatically send emails based on conditions. As a result, you can reduce the effort of manually creating and sending emails, prevent human errors, and shorten working time.
For example, by setting up to send a 10% off coupon immediately after purchasing a popular product, you can provide timely customer support.
This not only improves operational efficiency but also speeds up and enhances the accuracy of customer responses.

Benefit 2: Improved Customer Satisfaction

By sending a coupon as a benefit immediately after purchase, customers can feel a sense of being "specially treated." Especially if the email content is simple and easy to read, the customer's impression may improve even more.
For instance, you can send an email like "Dear [Customer Name], thank you very much for your purchase. We are sending you a coupon code that you can use for your next shopping" within minutes of purchase. Timely responses provide customers with a sense of security and increase trust in the company.

Benefit 3: Flexible Responses Based on Conditions

By combining Shopify and Outlook, you can easily set up individual responses based on specific conditions.
You can flexibly deploy various strategies, such as sending coupons only to customers who purchase above a certain amount or offering exclusive benefits to buyers of specific categories. This segmented approach makes it easier to provide optimal services to each customer.
For example, you can respond to needs by sending a "5000 yen off coupon" to customers who purchased high-priced items or a "free shipping coupon" to those who bought specific accessory products.
This system not only enhances the value provided to customers but also broadens the range of services offered by the company.

[About Yoom]

How to Send Coupon Information from Outlook When a Specific Product Order Occurs in Shopify

When a specific product is ordered in Shopify, coupon information can be automatically sent from Outlook. Generally, programming knowledge is required to achieve this, but with the no-code tool Yoom, it can be easily accomplished without programming knowledge.

The integration flow is broadly created through the following processes.

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

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

If you are already using Yoom, please log in.

Step 1: Connect Shopify and Outlook 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 with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections of the flowbot you have set will result in errors, so please be careful.
Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are usually restricted.
(3) On the "New Shopify Registration" 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 site below.

How to Register Shopify to My Apps

(4) Next, register Outlook to My Apps. Similarly, click on Outlook from the list of new connections in Yoom.
※ Microsoft365 (formerly Office365) has both a Home Plan and a Business Plan (Microsoft365 Business). If you are not subscribed to the Business Plan, authentication may fail.
(5) Log in with your account from the sign-in screen.

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

This completes the My Apps registration.
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, verify 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: Setting Branches Based on Purchase of Coupon-Eligible Products

(1) Next, branch based on whether coupon-eligible products have been purchased.
Click "Branch | Purchase of Coupon-Eligible 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 branch conditions and enter the "Product Name of Coupon-Eligible Product".
If you want to add more branch conditions, click "+ Add Branch Condition".

Once the input is complete, click "Save".

Step 4: Integrate with Outlook to Send Emails

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

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

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

Scroll down and enter the subject and body.
You can use the output in the body to 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.

(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 Trigger ON".

This completes the flowbot for "Sending Coupon Information via Outlook When a Specific Product Order Occurs in Shopify".

Other Examples of Automation Using Shopify

At Yoom, we have other examples of automation using Shopify, and we would like to introduce a few of them.

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 know when an order has been placed, enabling you to start preparing for shipment.

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 prevents information from being scattered, making it easier to quickly find the necessary information.

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.

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

List of Flowbot Templates Using Shopify

List of Flowbot Templates Using Outlook

Summary

By integrating Shopify and Outlook, you can gain many benefits such as improved operational efficiency, enhanced customer satisfaction, flexibility in handling different conditions, cost reduction, and centralized data management. In particular, the ability to reduce manual work and prevent errors while providing timely and accurate benefits to customers can lead to differentiation from competitors. Moreover, this integration is useful for a wide range of businesses, from small to medium-sized enterprises to companies operating multiple sales channels, allowing for efficient and satisfying operations. If you aim to improve business operations and enhance customer experience, why not consider implementing it?