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Shopify Flow

YouTube 수집: 2026-08-23 게시: 2026-05-18
https://youtu.be/6Z8g48Zbfjg

내용

[subtitle-meta] lang=en auto=True A great welcome email sets the tone for your brand and makes the first customer interaction feel personal. It can turn a first-time buyer into someone who remembers your store, comes back, and trusts your brand. Today, we're going to automate that entire process using a pre-built Shopify flow template. This template is called welcome new customers by email. It automatically detects when a new customer account is created and sends them a personalized welcome message. Let's go ahead and click install to add it to our store. Once installed, we're dropped right into the Shopify Flow workflow builder. Before we turn this on, it's always a good idea to test the automation with real data so we can make sure everything looks perfect before it goes live. At the top of the canvas, click select test event and then create event. We can simulate this workflow by selecting a real customer from our store. I'll search for Russell Winfield and select his profile to use as our test subject. Hit save event. Now our workflow canvas is locked into test mode using Russell's data, which allows us to inspect each node before activating the workflow. First, let's look at the trigger. As expected, it successfully pulls in the customer created event. Next, the condition node checks to make sure the customer actually provided an email address during signup. If the email field is not empty, the workflow continues down the true path. Finally, the action node. Here, we're using flow send to seamlessly deliver the transactional email. You can configure your custom email template or write the content directly inside the sidebar. This gives you control while keeping the process fully automated. Since everything looks great, let's activate it. Click turn on workflow in the top right. Confirm your choice and you're done. Your store is now actively welcoming every new customer on autopilot.
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A<00:00:00.480><c> great</c><00:00:00.880><c> welcome</c><00:00:01.280><c> email</c><00:00:01.839><c> sets</c><00:00:02.080><c> the</c><00:00:02.240><c> tone</c><00:00:02.480><c> for</c>

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A great welcome email sets the tone for
 

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A great welcome email sets the tone for
your<00:00:02.879><c> brand</c><00:00:03.520><c> and</c><00:00:03.840><c> makes</c><00:00:04.080><c> the</c><00:00:04.319><c> first</c><00:00:04.560><c> customer</c>

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your brand and makes the first customer
 

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your brand and makes the first customer
interaction<00:00:05.520><c> feel</c><00:00:05.839><c> personal.</c><00:00:07.040><c> It</c><00:00:07.200><c> can</c><00:00:07.359><c> turn</c><00:00:07.520><c> a</c>

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interaction feel personal. It can turn a
 

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interaction feel personal. It can turn a
first-time<00:00:08.160><c> buyer</c><00:00:08.800><c> into</c><00:00:09.120><c> someone</c><00:00:09.360><c> who</c>

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first-time buyer into someone who
 

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first-time buyer into someone who
remembers<00:00:10.080><c> your</c><00:00:10.400><c> store,</c><00:00:11.120><c> comes</c><00:00:11.440><c> back,</c><00:00:12.320><c> and</c>

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remembers your store, comes back, and
 

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remembers your store, comes back, and
trusts<00:00:13.280><c> your</c><00:00:13.519><c> brand.</c>

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trusts your brand.
 

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trusts your brand.
Today,<00:00:15.920><c> we're</c><00:00:16.160><c> going</c><00:00:16.320><c> to</c><00:00:16.480><c> automate</c><00:00:16.960><c> that</c>

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Today, we're going to automate that
 

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Today, we're going to automate that
entire<00:00:17.680><c> process</c><00:00:18.560><c> using</c><00:00:18.800><c> a</c><00:00:19.039><c> pre-built</c><00:00:19.520><c> Shopify</c>

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entire process using a pre-built Shopify
 

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entire process using a pre-built Shopify
flow<00:00:20.400><c> template.</c>

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flow template.
 

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flow template.
This<00:00:22.160><c> template</c><00:00:22.480><c> is</c><00:00:22.720><c> called</c><00:00:23.359><c> welcome</c><00:00:23.760><c> new</c>

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This template is called welcome new
 

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This template is called welcome new
customers<00:00:24.560><c> by</c><00:00:24.800><c> email.</c><00:00:25.760><c> It</c><00:00:26.000><c> automatically</c>

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customers by email. It automatically
 

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customers by email. It automatically
detects<00:00:27.119><c> when</c><00:00:27.359><c> a</c><00:00:27.599><c> new</c><00:00:27.760><c> customer</c><00:00:28.160><c> account</c><00:00:28.480><c> is</c>

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detects when a new customer account is
 

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detects when a new customer account is
created<00:00:29.439><c> and</c><00:00:29.840><c> sends</c><00:00:30.160><c> them</c><00:00:30.480><c> a</c><00:00:30.800><c> personalized</c>

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created and sends them a personalized
 

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created and sends them a personalized
welcome<00:00:31.920><c> message.</c><00:00:33.360><c> Let's</c><00:00:33.680><c> go</c><00:00:33.840><c> ahead</c><00:00:34.320><c> and</c>

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welcome message. Let's go ahead and
 

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welcome message. Let's go ahead and
click<00:00:35.040><c> install</c><00:00:35.600><c> to</c><00:00:35.840><c> add</c><00:00:36.000><c> it</c><00:00:36.160><c> to</c><00:00:36.320><c> our</c><00:00:36.480><c> store.</c>

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click install to add it to our store.
 

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click install to add it to our store.
Once<00:00:38.399><c> installed,</c><00:00:39.120><c> we're</c><00:00:39.440><c> dropped</c><00:00:39.760><c> right</c><00:00:40.000><c> into</c>

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Once installed, we're dropped right into
 

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Once installed, we're dropped right into
the<00:00:40.320><c> Shopify</c><00:00:40.879><c> Flow</c><00:00:41.200><c> workflow</c><00:00:41.680><c> builder.</c>

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the Shopify Flow workflow builder.
 

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the Shopify Flow workflow builder.
Before<00:00:43.200><c> we</c><00:00:43.440><c> turn</c><00:00:43.600><c> this</c><00:00:43.760><c> on,</c><00:00:44.559><c> it's</c><00:00:44.800><c> always</c><00:00:45.120><c> a</c>

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Before we turn this on, it's always a
 

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Before we turn this on, it's always a
good<00:00:45.440><c> idea</c><00:00:45.760><c> to</c><00:00:46.000><c> test</c><00:00:46.160><c> the</c><00:00:46.399><c> automation</c><00:00:46.879><c> with</c>

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good idea to test the automation with
 

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good idea to test the automation with
real<00:00:47.520><c> data</c><00:00:48.239><c> so</c><00:00:48.399><c> we</c><00:00:48.640><c> can</c><00:00:48.719><c> make</c><00:00:48.960><c> sure</c><00:00:49.200><c> everything</c>

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real data so we can make sure everything
 

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real data so we can make sure everything
looks<00:00:50.079><c> perfect</c><00:00:50.559><c> before</c><00:00:50.879><c> it</c><00:00:51.039><c> goes</c><00:00:51.280><c> live.</c>

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looks perfect before it goes live.
 

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looks perfect before it goes live.
At<00:00:53.039><c> the</c><00:00:53.199><c> top</c><00:00:53.360><c> of</c><00:00:53.440><c> the</c><00:00:53.600><c> canvas,</c><00:00:54.480><c> click</c><00:00:55.039><c> select</c>

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At the top of the canvas, click select
 

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At the top of the canvas, click select
test<00:00:55.920><c> event</c><00:00:56.480><c> and</c><00:00:56.800><c> then</c><00:00:57.280><c> create</c><00:00:57.680><c> event.</c><00:00:58.960><c> We</c><00:00:59.199><c> can</c>

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test event and then create event. We can
 

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test event and then create event. We can
simulate<00:00:59.760><c> this</c><00:01:00.000><c> workflow</c><00:01:00.719><c> by</c><00:01:01.039><c> selecting</c><00:01:01.440><c> a</c>

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simulate this workflow by selecting a
 

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simulate this workflow by selecting a
real<00:01:01.920><c> customer</c><00:01:02.320><c> from</c><00:01:02.559><c> our</c><00:01:02.800><c> store.</c><00:01:04.080><c> I'll</c>

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real customer from our store. I'll
 

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real customer from our store. I'll
search<00:01:04.559><c> for</c><00:01:04.799><c> Russell</c><00:01:05.199><c> Winfield</c><00:01:05.920><c> and</c><00:01:06.159><c> select</c>

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search for Russell Winfield and select
 

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search for Russell Winfield and select
his<00:01:06.720><c> profile</c><00:01:07.119><c> to</c><00:01:07.360><c> use</c><00:01:07.520><c> as</c><00:01:07.760><c> our</c><00:01:07.920><c> test</c><00:01:08.159><c> subject.</c>

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his profile to use as our test subject.
 

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his profile to use as our test subject.
Hit<00:01:09.760><c> save</c><00:01:10.080><c> event.</c><00:01:11.360><c> Now</c><00:01:11.840><c> our</c><00:01:12.080><c> workflow</c><00:01:12.560><c> canvas</c>

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Hit save event. Now our workflow canvas
 

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Hit save event. Now our workflow canvas
is<00:01:13.600><c> locked</c><00:01:13.920><c> into</c><00:01:14.159><c> test</c><00:01:14.479><c> mode</c><00:01:14.960><c> using</c><00:01:15.280><c> Russell's</c>

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is locked into test mode using Russell's
 

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is locked into test mode using Russell's
data,<00:01:16.560><c> which</c><00:01:16.799><c> allows</c><00:01:17.119><c> us</c><00:01:17.280><c> to</c><00:01:17.439><c> inspect</c><00:01:17.920><c> each</c>

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data, which allows us to inspect each
 

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data, which allows us to inspect each
node<00:01:18.799><c> before</c><00:01:19.200><c> activating</c><00:01:19.680><c> the</c><00:01:19.840><c> workflow.</c>

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node before activating the workflow.
 

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node before activating the workflow.
First,<00:01:22.320><c> let's</c><00:01:22.640><c> look</c><00:01:22.720><c> at</c><00:01:22.880><c> the</c><00:01:23.040><c> trigger.</c><00:01:24.080><c> As</c>

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First, let's look at the trigger. As
 

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First, let's look at the trigger. As
expected,<00:01:25.200><c> it</c><00:01:25.520><c> successfully</c><00:01:26.159><c> pulls</c><00:01:26.479><c> in</c><00:01:26.720><c> the</c>

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expected, it successfully pulls in the
 

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expected, it successfully pulls in the
customer<00:01:27.520><c> created</c><00:01:28.080><c> event.</c><00:01:29.520><c> Next,</c><00:01:30.159><c> the</c>

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customer created event. Next, the
 

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customer created event. Next, the
condition<00:01:30.799><c> node</c><00:01:31.200><c> checks</c><00:01:31.439><c> to</c><00:01:31.680><c> make</c><00:01:31.840><c> sure</c><00:01:32.000><c> the</c>

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condition node checks to make sure the
 

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condition node checks to make sure the
customer<00:01:32.799><c> actually</c><00:01:33.200><c> provided</c><00:01:33.680><c> an</c><00:01:33.920><c> email</c>

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customer actually provided an email
 

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customer actually provided an email
address<00:01:34.560><c> during</c><00:01:34.960><c> signup.</c><00:01:36.320><c> If</c><00:01:36.560><c> the</c><00:01:36.720><c> email</c>

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address during signup. If the email
 

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address during signup. If the email
field<00:01:37.439><c> is</c><00:01:37.680><c> not</c><00:01:37.920><c> empty,</c><00:01:38.640><c> the</c><00:01:38.880><c> workflow</c>

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field is not empty, the workflow
 

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field is not empty, the workflow
continues<00:01:39.840><c> down</c><00:01:40.159><c> the</c><00:01:40.400><c> true</c><00:01:40.799><c> path.</c>

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continues down the true path.
 

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continues down the true path.
Finally,<00:01:43.040><c> the</c><00:01:43.280><c> action</c><00:01:43.680><c> node.</c><00:01:44.799><c> Here,</c><00:01:45.360><c> we're</c>

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Finally, the action node. Here, we're
 

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Finally, the action node. Here, we're
using<00:01:46.000><c> flow</c><00:01:46.399><c> send</c><00:01:46.799><c> to</c><00:01:47.040><c> seamlessly</c><00:01:47.680><c> deliver</c>

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using flow send to seamlessly deliver
 

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using flow send to seamlessly deliver
the<00:01:48.240><c> transactional</c><00:01:48.960><c> email.</c><00:01:50.079><c> You</c><00:01:50.320><c> can</c>

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the transactional email. You can
 

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the transactional email. You can
configure<00:01:50.960><c> your</c><00:01:51.200><c> custom</c><00:01:51.600><c> email</c><00:01:51.920><c> template</c><00:01:52.799><c> or</c>

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configure your custom email template or
 

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configure your custom email template or
write<00:01:53.439><c> the</c><00:01:53.600><c> content</c><00:01:54.000><c> directly</c><00:01:54.479><c> inside</c><00:01:54.799><c> the</c>

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write the content directly inside the
 

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write the content directly inside the
sidebar.<00:01:56.240><c> This</c><00:01:56.479><c> gives</c><00:01:56.720><c> you</c><00:01:56.960><c> control</c><00:01:57.600><c> while</c>

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sidebar. This gives you control while
 

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sidebar. This gives you control while
keeping<00:01:58.240><c> the</c><00:01:58.479><c> process</c><00:01:58.880><c> fully</c><00:01:59.280><c> automated.</c>

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keeping the process fully automated.
 

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keeping the process fully automated.
Since<00:02:01.439><c> everything</c><00:02:01.840><c> looks</c><00:02:02.159><c> great,</c><00:02:02.799><c> let's</c>

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Since everything looks great, let's
 

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Since everything looks great, let's
activate<00:02:03.520><c> it.</c><00:02:04.479><c> Click</c><00:02:04.960><c> turn</c><00:02:05.119><c> on</c><00:02:05.439><c> workflow</c><00:02:06.000><c> in</c>

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activate it. Click turn on workflow in
 

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activate it. Click turn on workflow in
the<00:02:06.399><c> top</c><00:02:06.640><c> right.</c><00:02:07.360><c> Confirm</c><00:02:07.759><c> your</c><00:02:08.000><c> choice</c><00:02:08.479><c> and</c>

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the top right. Confirm your choice and
 

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the top right. Confirm your choice and
you're<00:02:08.959><c> done.</c><00:02:10.239><c> Your</c><00:02:10.560><c> store</c><00:02:10.879><c> is</c><00:02:11.200><c> now</c><00:02:11.440><c> actively</c>

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you're done. Your store is now actively
 

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you're done. Your store is now actively
welcoming<00:02:12.640><c> every</c><00:02:13.040><c> new</c><00:02:13.360><c> customer</c><00:02:14.080><c> on</c>

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welcoming every new customer on
 

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welcoming every new customer on
autopilot.

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