Basic operations and settings

Basic operations and settings

Send VIP point-expiration notices by email or LINE

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With StoreCRM and Shopify Flow, you can send a LINE message or email when VIP points are about to expire.
Reminders can be sent at any time, such as 30 days before expiration.

Examples of measures that can be implemented

  • Notify the customer via LINE that their points will expire in 30 days
  • Notify the customer by email that their points will expire in 30 days
  • Send using LINE and email together in the same Flow

Send a line from StoreCRM Fat days before point expiration

Create a Flow in Shopify Flow starting with VIP "Points Expire".

Next, select the StoreCRM action. There are three actions available for sending StoreCRM LINE:

  • LINE Send StoreCRM Message (Sends a message defined in StoreCRM using LINE)
  • LINE: Send Flex Message (Send Flex message via LINE)
  • LINE: Send Text message (Send Text message via LINE)

In this case, we will use "LINE: Send Flex Message (Send Flex Message on LINE)" to make use of the variable given by the VIP's "Point Expiration" trigger in the LINE message.

Of the three setting items in the "LINE: Send Flex Message" action, the alternative text and the Flex Message content are required fields.

The content of Flex Message must be entered in json format. json format code generated by Flex Message Simulator, for example, can contain variables given by the "Customer points changed" trigger, so that instead of text, the current The json format code generated by Flex Message Simulator or similar can be used to display the current number of points, etc., instead of the text.

{
  "type": "bubble", "body": {
  "body": {
    "type": "box", "layout": "horizontal", "body": { "type": "bubble", "body": {
    "layout": "horizontal", { "contents": ["text"]: ["text
    "contents": [
      {
        "type": "text", "text": "{{expiresIn}} days later
        "text": "Points that expire after {{expiresIn}} days"
      },
      {
        "type": "text", "text".
        "text": "{{point}}"
      }
    ]
  }
}

The contents of the Flex Message described here are as above.

It is recommended to save the configured Flow and check the actual operation.
If the line is sent as shown in the image above, it is working fine.

Send an email from StoreCRM XX days before the points expire

Create a Flow in Shopify Flow starting with VIP "Points Expire".

Next, select the StoreCRM action. There are three actions available for sending StoreCRM emails:

  • Email Message: Send Email (send predefined email in StoreCRM)
  • Email HTML: Send Email (Send HTML email)
  • Email MJML: Send Email (Send MJML email)

This time, we want to utilize the variable given by the VIP's "points expire" trigger in the message, so we will use "Email HTML: Send Email (Send HTML email)” to proceed with the explanation.

Email HTML: Send Email requires the following fields:

  • Subject
  • HTML body

By embedding trigger variables in the HTML body, variable information can be displayed in the same way as LINE.

<h2>ポイント有効期限のお知らせ</h2>
<p>{{expiresIn}}日後に、{{point}}ポイントが失効予定です。</p>
<p>期限前にぜひご利用ください。</p>

Optional setting items include the following.

  • No header/footer...Setting item for sending with header/footer set on StoreCRM side
  • Also send to customers without email marketing consent...If turned ON, email marketing will be sent to customers who have not received permission from Shopify. Please do not use it for promotional purposes, and only use it for non-promotional communications such as important announcements.
  • Any email address...This is for testing purposes. If you enter your email address, all notifications will be sent to the email address you entered. Please enter it when confirming operation.
  • Any customer ID...This is for testing purposes. If you enter an email address, all notifications will be sent to the email address associated with the customer you entered. Please enter it when confirming operation.

After completing the settings for each item, select [Turn on workflow].
It is recommended to save the configured Flow and check the actual operation.

If the email is being sent as shown in the image above, it is working without any problems.

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