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Shopify Flow Templates for Black Friday

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Since 2005—the year Black Friday first allegedly eclipsed the Saturday before Christmas as the biggest shopping day of the holiday season—the shopping event has only grown in size and popularity. First, there was the addition of Cyber Monday. Then, it became full-on Black November. 

Now, owing in part to the growth of ecommerce since the start of the pandemic, this Black Friday Cyber Monday (BFCM) is predicted to be unlike any that we’ve seen before

Recent research by Google indicates that more people than ever before are open to online shopping, with nearly 75% of shoppers planning on doing their holiday shopping online this year. Plus, there are 2.6 billion customers willing to try new brands. And even before the pandemic, BFCM 2020 was gearing up to be massive based on last year’s numbers; according to Adobe, in 2019, BFCM sales topped $28 billion, with most sales happening within a four-hour window on Cyber Monday. 

It’s not just shoppers’ behavior that’s changing: Ecommerce retailers are preparing to meet the increase in demand. This year, two-thirds of Shopify merchants plan on hosting pre-Black Friday events, over a third plan to host post-sales, and 38% also plan on introducing new products for BFCM.

All of these forces are colliding to create an unprecedented online sales opportunity. But new shoppers and events also present challenges for brands during an already-busy period. When inventory changes rapidly, communications between your team, suppliers, and with customers need to be seamless. But with so many moving pieces, how do you ensure everything runs smoothly?

Enter Shopify Flow—a built-in automation program inside Shopify Plus—that lets you get more done and scale your business. With Flow, you can build unique workflows that automate tasks and processes in your store. The fastest way to do this is to use a pre-built Flow template, which can be customized to meet your needs, takes minimal time to install, and requires almost no tech know-how to set up. 

Not only will Flow help you eliminate manual tasks and potential human errors, but it also will help save you time over the BFCM sales period.

Here are four Shopify Flow templates that you can try with a click of a button.

Problem #1: Coordinating your sales launch with marketing emails in separate places

When it comes to BFCM, customers know the drill. They log-on at the chime of 12:01 a.m. on Friday, November 27 or Monday, November 30, no prompting necessary.

Unfortunately, the same isn’t true for pre- or post-Black Friday events—or even for other events, such as product drops or collection mark-downs. Sure, you could notify them hours before with an email, but then you run the risk of your message being opened only to be forgotten. Timing your communications to go out at the same time as your event starts builds a sense of urgency and FOMO, which is critical in making your flash sale a success. 

So how do you ensure that an email campaign reaches shoppers the exact moment your sale kicks off? 

The solution: Create an automated email campaign that’s timed to coincide with the launch of your sales event

The latest Shopify Flow template available to merchants connects Launchpad sales events to Klaviyo email campaigns. (As with all of Shopify Flows, this template can be edited to work with other notification platforms like PushOwl.) 

Popular flash sale times scheduled by Launchpad

Say your sale starts at midnight. After setting up your Launchpad event, open this Flow Template and adjust the Klaviyo settings to connect the Flow to the correct email campaign. Then, the moment your Launchpad event goes live at 12 a.m., Flow will automatically trigger Klaviyo to send emails to your subscribers, letting them know that your sale has started. 

Problem #2: Manually managing inventory during sales, with mistakes costing valuable marketing dollars

For ecommerce retailers with hundreds or thousands of products in stock, managing inventory can be a painstaking process that’s prone to human error. During BFCM, products sell at such a rapid pace that you run the risk of selling a product that’s already sold out; a move that can alienate customers (especially if they’re first-time buyers) and potentially lead to negative online reviews. 

That’s not the only way it can cost your business money. Suppose, for example, you’re running a targeted marketing campaign for a particular product. If it sells out without your knowledge but ads continue to run, that’s marketing money that’s gone to waste.

The solution: Set up a Shopify Flow that automatically alerts you when a product is low or out-of-stock

In Shopify Flow, you can set up an automation that notifies your marketing or fulfilment teams when a product is nearly out of stock or when it’s completely sold out. Doing so eliminates human error from the process, and prevents dealing with refunds or cancellations on limited-run products. 

That’s exactly what Cozykids has done. The Greece-based retailer specializes in kids’ home furnishings and toys and has some 7,000 products in stock. So instead of relying on staff to manage inventory, they fully automated the process with a multi-tiered inventory warning system in Shopify Flow. 

First, when an item reaches a specific inventory level, an initial alert is sent to a Slack channel shared by marketing and fulfillment. It’s a cursory nudge that it may be time to reorder from suppliers. It’s also a cue for marketing to adjust online ad campaigns, so they can focus on alternate products with higher inventory. Finally, when a product sells out, it’s automatically hidden so that buyers can no longer click “Add to cart.” 

This Shopify Flow has also become part of Cozykids’ omnichannel experience, helping staff at its brick-and-mortar locations to make sales and provide better customer service. Sales associates are able to check the Slack channel, which they can use to promote items that are moving fast.

It might sound complex, but setting up a similar workflow like this only takes minutes using one of our inventory management templates. As with all Shopify Flow templates, the process can be tweaked to fit your needs.

Problem #3: Flash sales events attract resellers who are attempting to buy as much product at the lowest price point possible

Shoppers aren’t the only ones driven by a deal on BFCM—flash sales events also attract bad bots and fraudsters. According to research conducted by bot mitigation company Distil, ecommerce retailers experienced a 20% increase in bot traffic during BFCM week in 2017, including attacks that could be easily detected. That’s the problem: Resellers know they have a better chance of flying under the radar during BFCM. The result is that already-limited inventory can be depleted in a matter of minutes.

The solution: Set up an automation that prevents known fraudsters from purchasing products

The good news is that bot protection is already built into Shopify Plus. But blocking known fraudulent customers can add another layer of protection during busy sales periods when you’re less likely to pick-up on sketchy behavior. (As reported by Complex, this type of multi-layered security approach is exactly what Union Los Angeles has used to stop bots from snatching up its highly coveted sneaker collabs.) 

Arguably the easiest-to-set-up Flow that we’ve included here, all you need is the email or IP addresses of known resellers. Then, edit the “cancel, refund, and restock high-risk orders ” template and it will do just that. If an order is placed by a shopper on your blacklist, it will automatically be cancelled and restocked, so that legitimate shoppers get through first.

Problem #4: Your product reaches shoppers on day five, but they don’t receive their welcome email until day seven

From where to sign up for a warranty, to how to use or care for a product, welcome campaign emails contain information that customers value and need. Maybe that’s why they have such a high clickthrough rate:

Compared to regular email campaigns, welcome emails have an unusually high open rate of around 50%, with some retailers reporting higher revenue as a result.

Unfortunately, determining when to send these welcome campaigns is largely based on guesswork. Suppose you know that your product is delivered within five to seven days on average, so you time a welcome email to arrive on day six. It’s an educated guess, but what happens when the customer receives the product on day one or day 10? 

A long lag between the arrival of a product and receiving a welcome email doesn’t just leave a less-than-stellar impression of your store—it can also increase your workload during sales periods if the customer has any questions that remain unanswered. 

The solution: Set up your welcome campaign to arrive on the exact same day a customer receives their package 

The “Kick off a welcome campaign when the package is delivered” template is a Shopify Flow that guarantees a post-product experience happens the same day your product arrives into your customer’s hands. It eliminates artificial wait times by using a fulfillment event status trigger. The moment your fulfillment partner alerts you of delivery, your onboarding campaign is delivered to the customer. 

Again, as with many Shopify Flows, this template can be modified according to the email app of your choice: The template is set up to connect with Klaviyo, but can be modified to work just as easily with other messaging platforms that have built Shopify Flow Connectors, including KlaviyoOmnisendBrontoPushOwl, SMS Bump, and dotdigital

Automate your Black Friday Cyber Monday

This year’s BFCM will see more people shopping online than ever before—including online shopping newbies and those customers searching for new brands to buy. It’s an opportunity unlike ever before. 

These four workflows are just a few of the dozens of fully customizable templates in Shopify Flow that can help you with this BFCM. By taking advantage of Shopify Plus’ built-in automated processes, you’ll have more time to focus on urgent matters and what matters most—ensuring your customers receive the best online shopping experience possible.

Special thanks to our friends at Shopify Plus for their insights on this topic.