# How to Set Up Shopify Flow with Mercuri

### Prerequisites

Before you begin, make sure:

* You have an active **Shopify store**
* You have installed both [**Mercuri**](https://apps.shopify.com/mercuri-ai-copilot) and [**Shopify Flow**](https://apps.shopify.com/flow?search_id=a2c81b12-842a-4ca8-b705-1eb7ae4184a7\&shallow_install_type=search\&surface_detail=flows\&surface_inter_position=1\&surface_intra_position=1\&surface_type=search) from the Shopify App Store
* You have already created a **WhatsApp or SMS template** in Mercuri

***

### How to Set Up Shopify Flow

{% embed url="<https://youtu.be/d5QK90c-UDo>" %}

#### Step 1: Open Shopify Flow

<figure><img src="/files/eHEQx2l4HsAC7iroXnDk" alt=""><figcaption></figcaption></figure>

1. Log in to your **Shopify Admin Dashboard**.
2. From the left-hand navigation panel, click **Apps**.
3. Select **Flow**, or search for *Flow* using the app search bar.

### Step 2: Create a New Workflow

1. On the Flow dashboard, click **Create workflow** (top-right corner).

<figure><img src="/files/GJjIY4fjGw62EB88AuqU" alt="" width="563"><figcaption></figcaption></figure>

2. You will be prompted to either:

* Select a Trigger, or
* Browse Templates

<figure><img src="/files/BLIknAaftMFcBoTVCyeu" alt="" width="563"><figcaption></figcaption></figure>

3. Click **Select a Trigger**.

#### Step 3: Add the Trigger (eg, Abandoned Checkout)

<figure><img src="/files/jgo0z6KKwsSesm90lwUu" alt="" width="563"><figcaption></figcaption></figure>

1. In the trigger search bar, type **Customer abandoned checkout**. Select it from the list.
2. This trigger activates the workflow when a customer adds items to their cart but does not complete the checkout process.

#### Step 4: Add a Wait Condition

1. Click the **+** button below the trigger.
2. Select **Action → Wait** (under Flow actions).
3. Set the waiting time to **1 hour**. This ensures the WhatsApp or SMS reminder is sent **one hour after** the cart is abandoned, not immediately.

#### Step 5: Add Mercuri Action

<figure><img src="/files/OEjSm9NAl4wMS4tjkDQT" alt="" width="563"><figcaption></figcaption></figure>

1. Click the **+** icon below the wait step.
2. Select **Action**.
3. Choose **Mercuri AI Copilot**.
4. Based on your communication channel, select one of the following:

* **Send WhatsApp Message**, or
* **Send SMS Message**

<figure><img src="/files/RTxdQCvvOe9IOpQchq82" alt="" width="563"><figcaption></figcaption></figure>

#### Step 6: Configure the Mercuri Action (Add Template ID)

<details>

<summary><mark style="color:blue;"><strong>For WhatsApp Messages (</strong></mark><em><mark style="color:blue;"><strong>follow these steps)</strong></mark></em></summary>

To complete the setup, you need to add the **Template ID** from Mercuri.

<figure><img src="/files/OwxZFarF0w7ly5Mbjpbx" alt="" width="563"><figcaption></figcaption></figure>

**How to Copy Template ID from Mercuri**

1. Open the **Mercuri dashboard**.
2. Navigate to **Templates → WhatsApp / SMS** from the left-hand sidebar.
3. Locate the template you want to use.
4. Click the **three dots (⋮)** on the bottom-right corner of the template card.
5. Select **Copy Template ID**.
6. Next, go back to the Shopify Flow workflow dashboard and paste the copied Template ID into the **Template ID** field to complete the configuration.

<figure><img src="/files/1vYIgFVzumvqmEUJb9NV" alt="" width="563"><figcaption></figcaption></figure>

</details>

<details>

<summary><mark style="color:blue;"><strong>For SMS Messages (follow these steps)</strong></mark></summary>

To complete the setup, you need to add the **Template ID** and **Phone number ID** from Mercuri.

<figure><img src="/files/FvbX2OAZRI80tJEVUC4E" alt=""><figcaption></figcaption></figure>

**A. How to Copy Template ID from Mercuri**

<figure><img src="/files/OwxZFarF0w7ly5Mbjpbx" alt="" width="563"><figcaption></figcaption></figure>

1. Open the **Mercuri dashboard**.
2. Navigate to **Templates → WhatsApp / SMS** from the left-hand sidebar.
3. Locate the template you want to use.
4. Click the **three dots (⋮)** on the bottom-right corner of the template card.
5. Select **Copy Template ID**.
6. Next, go back to the Shopify Flow workflow dashboard and paste the copied Template ID into the **Template ID** field&#x20;

**B. How to Copy Phone Number ID from Mercuri**

<figure><img src="/files/tKpzMpoC2wlFALTUOw9m" alt=""><figcaption></figcaption></figure>

1. Navigate to **Settings → Channels** from the left-hand sidebar.
2. In the **Channel Configurations** section, select the **SMS** channel.
3. Locate your registered SMS number and click on the copy icon next to the SMS phone number.
4. Now, click on **Copy Phone Number ID**.
5. Next, go back to the Shopify Flow workflow dashboard and paste the copied **Phone Number ID** into the **Phone Number ID** field.

</details>

#### Step 7: Turn On the Workflow

1. Review the workflow steps to ensure everything is configured correctly.
2. Click **Turn on workflow**. (right-corner)

<figure><img src="/files/ECM8SuMq2qHi0ZhzVDNO" alt="" width="563"><figcaption></figcaption></figure>


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