Do more with Less, Shopify launches Flow

Posted on 20. Sep, 2017 in Advanced Tricks, Shopify Plus, Uncategorized

What’s up, guys? I’m super excited to tell you about a new feature that Shopify has just launched for its Plus merchants. It’s called Flow. Now as most of you know, I’m a big fan of Zapier. I typically refer to it as my secret weapon. Connect anything with anything and create complex procedures with a simple interface. Well, Shopify has just launched a new app called Flow, and this app is amazing. It basically is an e-commerce automation platform that lets you easily automate tasks so you can delight your customers. Flow helps you increase operational efficiency and gives you the ability to [inaudible 00:00:33] with new business opportunities. With Flow, you can focus on what matters most, growing your business faster. So I have a little bit of a demo, so let’s check it out.

Okay. So once you’ve gone to the app store and you’ve installed Shopify Flow and you go to your apps on the left hand side, you’ll see it shows up in your list of installed apps. Then what you want to do is you want to go actually into Shopify Flow. Now once you get into Shopify Flow it’s going to give you this splash page to tell you to create a workflow. Now, workflows are basically flowcharts that walk you through how a process is automated. So, if we go “create workflow,” what it’s going to do is it’s going to take us over to a page which looks like a flowchart. So here we go.

So now we’re in the Flow app. Now, a couple things to note. Your flow takes place here. On the top left hand corner, you have the name of the flow, you’ll be able to save it as a friendly name once we save it. We’re going to do that right now actually, so let’s go and save it, and we’re going to give it a title. So this is going to be … We’re actually going to do a fraud detection flow as our example. Fraud detection. So we’ll save that, and we’re going to start off by adding a trigger. Now a trigger is when an event occurs on the website, so if we hit add trigger, you can see on the right hand side here we get a number of triggers that are offered by Shopify. So we have customers created, we have inventory change, order created, order paid, those kind of things.

What we want to do is we want to go order risk analyzed, so when you go order risk analyzed, so when the order has come through, it’s gone through the whole payment process, Shopify will run that order through a risk analyzer, and that analyzer will come back with three variables. It’s either a low, a medium, or a high. So what we can do is we can add separate conditions based on what Shopify brings back. So first the select condition that we want, what we want to do is we want to go in here and we want to find risk level. So if we click on the risk level, now there are multiple if statements that you can put in here, there’s alerts, there’s a billing address, if it matches a certain piece, you can go in and play with these and figure out exactly which ones work the best for you, but I’m going to use risk level because it keeps it simple for the sake of this demo.
And then what I’m going to do is I’m going to say if it’s equal to or not equal to, I’m going to say if it’s equal to, and then I get another drop down, low, medium or high. So, in my business, if I have any risk analyzed that come through as low, I’m pretty much just going to process them, so I can skip over low. Where I run into some problems is when they’re in the medium to high. When they’re in the medium to high, I want to check to make sure that this customer is a real customer, so typically what I would do is I would go and send them an email, so if a medium order comes through, so we can see how the flowchart is going here. So start when the order risk is analyzed. If the order risk equals medium, then yes, then we’re going to add an action, so that action that we’re going to do, we can do a number of things.

Inside Shopify we can add tags, we can update order notes, we can archive the order, we could cancel the order, which we’ll get to in a moment, or we can do external things. We can send emails, send a Slack message or send an HTTP request. For the sake of this demo, I am going to put in an email so that we can see it working. I’m going to go and write an email to myself, and I’m going to say “Medium order received,” and I can also add template variables in there, so if I go add a template variable in here, these are unique variables that come from that order, so if I wanted to, say, put the ID in there, the order number, I could do that so that when I go back into my dashboard, I know where to look it up.

I can also do one other thing which is what I’m going to do here. I’m going to save that, so now when the order risk is analyzed and the risk level equals medium, it’s going to send an email to me telling me that there’s an order that’s been received so I don’t have to watch every single order. So things continually flow through and if they’re all really good it’s no problem. I don’t have to go through each one, but if one hits the medium level, then it goes and sends me an email. Additionally, I want to add another condition, and this is again for the risk level, and I want to add if the risk level is equal to high then I found that most of the time when it’s a high risk level, then it’s pretty accurate, so I actually want to cancel this order, so I’m going to cancel this order. I’m going to restock this item and I’m going to give it the reason of fraud.
Now, we can decide whether we want to send an email to the customer notifying them of the cancellation because sometimes they screw up their billing address or it doesn’t match up. I think this is probably a good idea. We’re going to send them an email notifying that it’s been canceled, so that anybody’s who trying to provide fraud would get the new email and they say “Nope. It doesn’t work on this store, so we’ll move on to another store.”

Once we hit save, we have the workflow saved. Now, here’s the great thing what we can do. With other services like Zapier or If This, Then That, what you have to do is you have to actually go and create orders and you have to run them through the process. The tricky thing is, if you have very small edge cases where it might be difficult to run through them, maybe you don’t want to charge your credit card with a couple thousand dollars in order to make sure that it goes through, what you can do is you can actually hit preview workflow. And what the preview workflow is going to do is it’s going to take all of the values that you have set up in your store, and it’s going to give you options to fill them out. So the first thing it’s going to do is it’s going to take my sample order that I have in my store, and it’s going to give me an ID. That ID, I can change to any ID that I want if I want to test a specific ID, and then I can set my risk level.

So, if I set my risk level to medium, what I can do is I can hit preview workflow and it’s going to go through and it’s going to show me that it triggered the risk analyzer, it’s going to go to the risk level equals medium and it’s going to send an email to [email protected] So if I hit preview, we can actually see what that message looks like. And one of the things that I’ve noticed is that it just has an order number in there, so that’s not very easy to understand, so now [inaudible 00:07:13] and I can change the email. I can actually go and put some more descriptions in here. I can go order number, so like so, and after I preview workflow again, and I put that to medium, I preview the workflow, and then I can go back in and I can preview what it looks like and I can see the update immediately. So you can create pretty complex emails that go up, also Slack messages and web hooks, so if you want to integrate with an external system, you can send off your request via web hook.

And then, if we want to go and preview it for another version, so if we want to do it for risk level high, it gives us the preview result. So it gives us the risk analyzed, and then it gives us the condition. The order risk level is medium, so it skipped over that one, and then it goes order risk high, requirements met. Okay, great. What is the action? And it cancels this order. This order will be canceled and it will give it the tag fraud or the reason fraud. And that’s a pretty quick overview of how Flow works.

So I recommend you go in, give it a try, set up your own unique flows. Once we hit save and I can now enable this and we go back to the dashboard, so I’m going to close this, we can see that the dashboard is now changed and it shows me which flows that I have up. So I can now put in as many flows as I need to put in here. There’s an integrations tab which allows you to integrate other softwares. I’ve got Slack integrated right now. There are more integrations coming. Right now, they’re the only ones that are set up to send messages, but there will be more coming in the coming months.
And that’s a basic overflow of Flow. Yeah, and then if you have any questions beyond that, let me know. I’d be happy to answer them.

Abandoned Cart in Shopify

Posted on 07. Nov, 2016 in About Shopify, Advanced Tricks, Uncategorized

I’m going to go over something very interesting today. I’m going to go over abandoned carts within Shopify. Abandoned carts are something that happens quite often, especially now that mobile has taken over such a huge part of ecommerce. The reason for that is, people will go on their mobile phone and do their shopping, and then they’ll get to the checkout procedure, they’ll think about it, and then they’ll come home and on their desktops they’ll complete the process. There’s a couple of reasons for that. Number one, it’s easier to actually complete the process at their house, because they have all of their payment information and their shipping information already stored in their browser. The other thing is too, there’s a lot more security comfort with your desktop computer. This is changing with Apple Pay and then fingerprint sign outs, but at the moment, this is where people are completing most of their purchases.

4:00 – One of the things that you can do to increase your sales is setting up abandoned cart reminders, so that when someone does go and put something into their cart, it stays in their cart, and then twenty-fours later, if they haven’t completed their purchase, say they got distracted or they’ve forgotten about it, it will send them an email saying, “Hey, just a reminder, this is still in your cart. You should maybe go and click on the checkout button.” When they’re back at their computer.

1:30 – Let’s jump over to the screen right now and we’ll go over exactly how to set everything up. One of the things that is quite prevalent in online ecommerce is abandoned carts. I think we’ve all been there, when we’ve been online shopping, we’ve been finding a product that we like, so I’ve been shopping around, I’ve had a look at this umbrella, it has everything that I want, and then I add it to my cart, and I go through to the checkout procedure. I get through the checkout procedure and I usually go and do this in order to see what the total price is going to be. I want to see what the calculated shipping’s going to be cost, I’m going to see what the taxes are. Everybody wants to know what the final amount that they’re going to pay is, especially when they’re browsing around.

02:30 – One of the things that can really hinder this is, I know for me personally, one of the things that I do quite often is, I’ll be browsing on my mobile device and I will come across a store and I will come across a product that I like, and I’ll add it to the cart, and then what I will plan on doing is coming back later when I’m at my computer and then going through the checkout procedure when I’m at the computer. The reason I do that is because my payment information is stored in my computer, which is not stored in my phone. This is where abandoned checkout recovery is really important.

03:00 – Now, if ever you’re in Shopify, it’s super easy to find. You simply go to the dashboard and you click on ‘Orders’ and you click on ‘Abandoned checkouts’. What you’ll see is you’ll see abandoned checkouts. The way Shopify works is, if a customer has logged in at any point. I put my customer email address in here and I could continue to shipping method. As soon as I have done that, it grabs that information and it creates an abandoned checkout that it holds onto. Now, if I close this browser window and I go back to my abandoned checkouts and I refresh this page, you’ll see that my checkout has shown up on the abandoned orders checkout. I can click on the link and it will actually take me to the order and you can see exactly what I’ve put in there, I can email the order to the client, I can send a recovery email. All sorts of things. You can see exactly what they were looking at.

04:00 – Now that you know what abandoned carts are, we need to set them up within your Shopify dashboard. One thing to keep in mind is, abandoned cart recovery is only available on the medium and up plan with Shopify, it’s not available on the basic plain. The idea is, is that when you start getting into the medium in the more advanced features and you’re starting to optimize your store a little bit more, that’s when abandoned cart becomes more useful to you. It’s not something that you’re really going to worry about right off the bat, although probably should.

04:30 – To get there, you want to go to ‘Settings’ and then you want to go to ‘Notifications’. Under ‘Notifications’, if you’re on the correct plan you will get the correct order notifications showing up, called ‘Abandoned cart’. We can click on ‘Abandoned checkout’ and we can see the HTML that we can set up here for abandoned checkouts. This notification is a little bit different than the one that you have in your standard notifications, it’s HTML only, because it has to contain links for people to complete their purchases, they don’t have a plain text version.

05:00 – You can see, this is my order that has been set up. You can customize, you can add your logo in that. The other thing you need to do is, you need to set it up so that it actually sends it. To do that, what we’re going to do is, if we go back to ‘Notifications’, there’s a link here that says ‘Checkout settings’ and when you go to the checkout settings, what it’s going to do is it’s going to take you over to your checkout settings where you can set up. If the customer abandons your checkout, send them an email reminder to complete their order. Right now I have it set to never, so they’re never going to get that order. You can do one hour later, which is typically recommended, six hour later, not recommended, ten hours later, which is recommended, or twenty-four hours later. The idea is that you’re trying to catch them when they’re most likely back at their machines.

Thanks for watching. Don’t forget to subscribe and like this video if it was helpful. Remember, you can always book a call with me in the provided down below. I’m hoping you guys have yourself a wonderful week. Talk to you next time.

Book a Call with Jody – http://www.sunbowl.ca/dc

Good Copy Writing Counts

Posted on 06. Sep, 2016 in Uncategorized


What’s up guys. Typically on this channel I like to talk about the technical side of things. How to make you a Shopify store and do what you wanted to do. Today I want to talk about something a little bit different. This has to do with copywriting.

I was walking back from the coffee shop this morning with my new set of beans and I was reading the back of the packaging and I was blown away by how great this copywriting was. What it did is it made a connection between the beans and a lovable pet. I’m going to read that to you right now. “The coffee in this bag will give you so much and ask for so little in return. Treat it nice. Do not freeze it or leave it in your hot car with the windows rolled up. It wants to get right to work, so take it out, grind it well and give it a hot bath. It will be the time of your life.”

I read that, it put a little smile on my face and it made me really appreciate the time and the energy that went in to the small things, on these guys’ products and especially just the packaging. That’s something you should keep in mind. Copywriting is worth it’s weight in gold. It’s that little detail that when people get very familiar with your product and they find these extra morsels in there, they can talk to your friends about it and then they can really push your brand and push your product out there.

It’s something to keep in mind when building your stories. It’s not all just technical stuff, there is a lot of little heart that goes into everything.

Get out there and keep on building and get some good copywriters.

Customize the Checkout Page on Shopify Plus

Posted on 23. Aug, 2016 in Development, Shopify Plus, Uncategorized

What’s up guys? Jody here. Today I’m going to go over Shopify Plus’s checkout.liquid. This is the liquid template on how you customize your checkout page. If you have Shopify Regular you’ll notice that all of those checkout situations look a little bit similar, but if you’re a higher level merchant you might want to customize your checkout page so that you get a different user experience. It’s similar across your entire brand. Super powerful features. I’m going to show you how to do that next.

Okay, so you’ve upgraded to Plus, and you want to customize your checkout, and you’re not totally sure how to do it, because when you log into your Shopify dashboard really the only thing you’re seeing that’s different that shows that you’re on Plus versus Shopify Regular is this little logo in the top right-hand corner. I’m going to show you how you do a customized checkout once you’ve gone through the process of upgrading to Plus. The way that this works is it’s like everything else, it’s theme-based. If you go to online store, and then you go to themes. Then you go into your edit HTML/CSS. You’re going to come to your editor.

Now one of the things that’s a little bit tricky for first timers is how do I get to the themed template for the checkout? I don’t see it in this page. Typically, people think they’re going to go to edit template, or look for a template in there and that sort of stuff, but actually where you want to find it is add new layout. When you click add new layout you’ll now have the access to this drop-down menu which allows you to select a checkout layout. Now, because there’s only one type of checkout, you can’t set up multiple ones. What we’re going to do is we’re going to go create layout, and it’s only going to give us this option. Create the layout and then it’s going to generate us out some liquid code.

There’s a couple things in here to keep in mind, and I’m going to go over which each individual one are. The first one is page title, obviously, and content for header. Those are the things that gets pulled from Shopify when building in the checkout page. Same with your checkout [inaudible 00:02:07] suite, and your checkout script, so these are when you click on customize theme and you are under the checkout button at the bottom, here is where these things are being pulled from. This is those built in settings for checkout. Basically it gives you this look and feel. Which is a pretty standardized Shopify layout.

What I’m actually going to do is I’m going to go back to edit HTML. We are going to go and add some quick HTML code in there so you can see how we can start to modify and change out that checkout process. Each one of these little liquid tags that are in the [ulipses 00:02:48], they’re only to be included. You can remove some of them like cont., logo, and order summary and stuff like that. It is recommended that you keep all of them in here, and each one has its own different thing which I will go over in future videos when we start really drilling into Shopify Plus features.

What I’m going to do is, I’m going to show you a quick demo of how to change some of the content on that page. What I’m going to do is I’m going to add a little heading on the right-hand side that says order details on the sidebar. I’m going to go down, and I’m going to find where the sideboard content is [sipped 00:03:20]. I’m going to add in a [div 00:03:21] here. I’m going to give it a nickname H1. I’m going to go order details. Close that off, and close off the div. Then when I save it, and I come back over to my checkout, and I refresh it, because I’m in the active theme what I should see is a rendered version now that I have order details. This kind of customization, and this kind of flexibility when you’re on Plus is super, super powerful. You can create full branded checkout experiences, so that your customers never know that you’ve actually switched over to a Shopify type store. There’s a lot of great things you can do for that.

There’s also checkout scripts which allow you to modify different shipping options and payment options and you can really get granular with that kind of stuff. That’s basically a quick demo of what happens when you’re on Shopify. Shopify Plus that is. Then we can go in and [inaudible 00:04:16] center and modify things around. Thanks guys for watching the video. It was just a little toe dip into the pool of what is Shopify Plus. Remember, if you need any help you can click on the links down below and book a call with me. I’d be happy to walk you through any of the features that you might need to know, or do any custom work for you. Other than that you guys have a great week, and we’ll talk to you next week.

What does handleize mean ?

Posted on 02. Aug, 2016 in Advanced Tricks, Development, Uncategorized

What’s up, guys? Today we’re going to talk about a thing called handleization. Handleization is something that’s in Shopify that takes your file names and puts them in a web safe format. What do I mean by that?

Most servers on the internet run Linux, and Linux has a very unique file system where if you have a file name that looks like this, and then you also have a file name that looks like this, Linux will actually read them as 2 different file names, whereas Windows will see them as a single file name. What does that do? Well, that causes some confusion when you’re trying to look up a file. If we come to what handleization does, handleization basically if you think of it as like a water filter for your file names. It basically takes all the impurities and all the weird stuff that are in your file names, strips them out, and replaces them with really good standards for making your file name.

That’s what Shopify does for you automatically. It takes some of our bad habits and some of the stuff that we’ve gotten used to with using word processors and such in order to put in commas and spaces in our file names, and it strips all that stuff out and it shows you a very clean file name. This can be used in a number of really cool ways. I’m going to hop over to my screen now and show you some of those cool ways, and how handleization within Shopify is actually a very useful tool, and not an annoyance that some people think it is.

Okay, let’s start off with using pages and how Shopify handleizes page titles and so on and so forth, for handles and URL handles. If I’m going to go to my online store, and I’ll go to “Pages”, and I’m going to go and create a new page. I’m going to create a new page, and this page is going to be called “Jody’s Sizing Chart F1I”. What we can see is if we go under “Edit SEO”, we can see that Shopify has automatically handleized the page name. Since this has to be a web safe name, we need to have all of our commas replaced, and all of our spaces replaced, as well as everything needs to be put into lower case. If you look here, we can see that it’s gone and done that for us, so we can go and hit the “Save Page” there.

This is the unique identifier that Shopify uses in order to pull up a specific page from your site. With pages, each page has a handle, and this is the handle that’s generated. If the handle was generated with a quotation mark in it, it would mess up the code and wouldn’t render properly. What would end up happening is the web browser would actually replace the comma with something else. It would probably replace it with a %40, or percent %30 I believe is the correct Unicode for that. We want to make it super easy and readable, and that’s what this handleization does. It doesn’t just do it for pages. It does it for all of your collection. It does it for all your blog posts, and it will also do it for files that you upload to the system. Let’s go over and check that out.

If we go to “Settings”, and we’re going to save this page first, and then when we’re on “Settings”, we’re going to go to “Files”, and I can upload files to Shopify, and it will handleize them automatically for me. Let me go grab a file here.

I’ve now uploaded this file of Sarah the Dog, and you can see it’s gone, and it has replaced all of the spaces in the file names with underscores. That way, when I cut and paste this location that’s given to me by Shopify and pull it up, we will now see a proper URL string, and it pulls up the image like we wanted it to.

That’s showing how it works with inside Shopify when you upload [inaudible 00:04:05]. What if you want to take a stream value and you want to handleize it yourself? That is where we’re going to go on “Liquid Code”. Let’s go to our theme, and we are going to go, and we are going to edit a theme here, and we are going to take the page template. One of the things that we are going to do is we are going to handleize the page title. Say, for example, you wanted to use page titles in order to link them to another collection that has the same title, you wouldn’t be able to do that by title because you might have a problem with the spacing or the way that’s format, but you would be able to do that by handle. What we’re able to do is we’re able to produce a handle by putting in some liquid code. Let’s go and do an example of that.

Let’s take the page title here, “page title”, and then what we’re going to do is we’re going to do a command called “piping”. Piping basically takes whatever your item is and then passes it through a filter. Remember that water filter thing that we had talked about before? We’re going to use that right now. We’re going to pass that through the pipe, and then we’re going to go “Handleize”. You can now see that it pops out the page title properly handleized.

That pretty much covers everything for handleization. There’s a lot of intricate Liquid stuff that you can get into with filters and stuff like that, which we’ll cover in another video, but for now, that kind of wraps up this video. Remember, you can always get ahold of me by leaving a comment down below in the comments, or you can book a call with me, and I’d be happy to walk you through the customization of your Shopify store and what we can maybe do for you. Anyways, that’s everything for today. See you next week.

 

How to setup SEO keywords and descriptions in shopify

Posted on 19. Mar, 2014 in Getting Started, Uncategorized

How to add SEO descriptions and keywords to products, collections and pages within shopify. I walk you through all the different areas on how to update your SEO in the new shopify control panel.