How to Set Up Shopify Flow with Mercuri

This guide walks you through setting up an automated workflow in Shopify Flow using Mercuri to send SMS or WhatsApp reminders based on customer actions.

Prerequisites

Before you begin, make sure:

• You have an active Shopify store

• You have installed both Mercuri and Shopify Flow from the Shopify App Store

• You have already created a WhatsApp or SMS template in Mercuri

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How to Set Up Shopify Flow

Step 1: Open Shopify Flow

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).

1. You will be prompted to either:

• Select a Trigger, or

• Browse Templates

1. Click Select a Trigger.

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

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

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

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

For WhatsApp Messages (follow these steps)

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

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.

For SMS Messages (follow these steps)

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

A. 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

B. How to Copy Phone Number ID from Mercuri

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.

Step 7: Turn On the Workflow

1. Review the workflow steps to ensure everything is configured correctly.

2. Click Turn on workflow. (right-corner)