Shopify Flow is an invaluable tool for automating the management of high-risk orders, which can save you time and protect your business from potential fraud. Here’s a detailed guide on how to use Shopify Flow effectively to manage high-risk orders:
Before Using Shopify Flow for High-Risk Orders
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Order Risk Analyzed Trigger: Ensure your workflow starts with the "Order risk analyzed" trigger rather than "Order created". This accounts for the time taken by Shopify to complete the fraud analysis.
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Manual Payment Capture: Check your payment settings to ensure that credit card authorization and capture are set to manual. Shopify Flow workflows that manage payment capturing do not function with automatic capture settings.
Setting Up Shopify Flow Workflows
Here are steps and tips to set up workflows in Shopify Flow specifically designed for managing high-risk orders:
1. Install Shopify Flow
- If Shopify prompts you within the admin dashboard, click Install Flow.
- Alternatively, install it from the Shopify App Store.
2. Create a Workflow for Non-High Risk Orders
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Navigate to Shopify Flow: Go to Settings > Apps and sales channels > Shopify Flow.
- Open Shopify Flow: Click on Open app.
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Start a New Workflow: Click Create workflow.
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Use a Template: Select Browse templates, choose Risk, then select Capture payment if order is not high fraud risk.
- Customize the Workflow: Add additional steps or modify existing ones based on your specific needs.
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Activate the Workflow: Choose to either Turn on workflow to start using it immediately or Exit to save it without activation.
3. Workflow to Manage High-Risk Orders
- Follow similar steps to create a workflow for high-risk orders.
- Choose the Cancel and restock high-risk orders template from the Risk category.
- Customize Actions: Modify actions such as the recipient of the internal email or the specifics of the restocking process.
- Activation: Decide whether to activate immediately or save for later adjustments.
Tips for Effective Workflow Management
- Test Your Workflows: Before full implementation, test your workflows to ensure they function as expected.
- Monitor and Adjust: Regularly review the performance and impact of your workflows. Adjust them as necessary to align with changes in your business operations or fraud management strategies.
- Stay Informed: Keep up-to-date with new Shopify Flow features and updates which can enhance your fraud management processes.
Using Shopify Flow allows you to automate the process efficiently, reducing the administrative burden and helping you to focus more on growing your business while minimizing the risks associated with fraudulent orders.